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 | $23,193 | $43,075-46.2% | $74,583-68.9% | $62,891-63.1% |
| Participation rate | 69.8% | 58.1%+11.7pp | 68.1%+1.7pp | 69.3%+0.5pp |
| Annual return | 7.38% | 17.50%-10.1pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,996 | $1,498+33.3% | $2,525-20.9% | $2,281-12.5% |
| Participant deferral / active EE | $4,285 | $2,389+79.3% | $3,458+23.9% | $3,203+33.8% |
| Admin fee / account holder | $369 | $2,840-87.0% | $4,138-91.1% | $4,296-91.4% |