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 | $39,813 | $105,630-62.3% | $87,507-54.5% | $273,961-85.5% |
| Participation rate | 56.3% | 78.2%-21.9pp | 73.8%-17.6pp | 83.0%-26.8pp |
| Annual return | 10.94% | 12.25%-1.3pp | 12.21%-1.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,944 | $3,141-6.3% | $2,550+15.5% | $4,869-39.5% |
| Participant deferral / active EE | $5,910 | $3,601+64.1% | $3,149+87.7% | $5,287+11.8% |
| Admin fee / account holder | $441 | $4,781-90.8% | $4,221-89.5% | $10,132-95.6% |