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 | $34,717 | $107,452-67.7% | $91,541-62.1% | $142,382-75.6% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.8%-6.6pp | 80.1%-17.0pp |
| Annual return | 26.66% | 22.06%+4.6pp | 20.50%+6.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,986 | $2,994-33.7% | $2,505-20.7% | $4,299-53.8% |
| Participant deferral / active EE | $3,605 | $4,754-24.2% | $4,008-10.1% | $6,507-44.6% |
| Admin fee / account holder | $3,980 | $8,834-54.9% | $6,956-42.8% | $12,624-68.5% |