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 | $51,554 | $153,772-66.5% | $133,980-61.5% | $273,961-81.2% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.1%-49.6pp | 83.0%-45.5pp |
| Annual return | 10.33% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,488 | $6,029-75.3% | $5,211-71.5% | $4,869-69.4% |
| Participant deferral / active EE | $3,062 | $6,958-56.0% | $6,282-51.3% | $5,287-42.1% |
| Admin fee / account holder | $478 | $11,765-95.9% | $9,324-94.9% | $10,132-95.3% |