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 | $41,649 | $72,492-42.5% | $87,100-52.2% | $72,985-42.9% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.5pp | 69.5%-1.2pp |
| Annual return | 22.88% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,458 | $1,894-23.0% | $2,521-42.2% | $2,440-40.2% |
| Participant deferral / active EE | $3,844 | $3,270+17.6% | $4,049-5.0% | $3,607+6.6% |
| Admin fee / account holder | $1,613 | $5,055-68.1% | $7,497-78.5% | $5,124-68.5% |