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 | $47,401 | $81,446-41.8% | $103,374-54.1% | $80,874-41.4% |
| Participation rate | 67.6% | 66.9%+0.8pp | 74.5%-6.9pp | 67.6%0pp |
| Annual return | 10.88% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,046 | $3,107-66.3% | $3,869-73.0% | $2,756-62.0% |
| Participant deferral / active EE | $1,807 | $3,870-53.3% | $5,058-64.3% | $4,297-58.0% |
| Admin fee / account holder | $1,015 | $6,715-84.9% | $8,394-87.9% | $6,935-85.4% |