See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,694 | $56,897-35.5% | $84,750-56.7% | $62,891-41.7% |
| Participation rate | 55.0% | 68.5%-13.5pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 14.94% | 6.30%+8.6pp | 22.78%-7.8pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,125 | $2,400-53.1% | $3,574-68.5% | $2,281-50.7% |
| Participant deferral / active EE | $3,092 | $2,709+14.1% | $3,712-16.7% | $3,203-3.5% |
| Admin fee / account holder | $679 | $3,581-81.0% | $5,332-87.3% | $4,296-84.2% |