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 | $54,137 | $88,370-38.7% | $112,977-52.1% | $79,858-32.2% |
| Participation rate | 62.5% | 76.8%-14.3pp | 82.6%-20.1pp | 69.6%-7.1pp |
| Annual return | 13.28% | 23.16%-9.9pp | 24.24%-11.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,241 | $3,398-4.6% | $4,255-23.8% | $2,471+31.2% |
| Participant deferral / active EE | $5,797 | $4,536+27.8% | $5,836-0.7% | $3,740+55.0% |
| Admin fee / account holder | $8,216 | $5,750+42.9% | $6,294+30.5% | $5,306+54.8% |