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 | $39,880 | $60,892-34.5% | $82,389-51.6% | $84,808-53.0% |
| Participation rate | 45.5% | 63.3%-17.8pp | 69.5%-24.1pp | 68.3%-22.9pp |
| Annual return | 19.05% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,338 | $1,779+31.4% | $2,517-7.1% | $2,631-11.2% |
| Participant deferral / active EE | $5,427 | $3,179+70.7% | $4,155+30.6% | $4,212+28.9% |
| Admin fee / account holder | $3,215 | $5,467-41.2% | $7,231-55.5% | $7,344-56.2% |