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 | $35,213 | $96,557-63.5% | $80,975-56.5% | $273,961-87.1% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 7.32% | 15.14%-7.8pp | 17.10%-9.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,247 | $4,868-53.8% | $3,714-39.5% | $4,869-53.9% |
| Participant deferral / active EE | $3,567 | $6,598-45.9% | $5,696-37.4% | $5,287-32.5% |
| Admin fee / account holder | $677 | $7,492-91.0% | $5,516-87.7% | $10,132-93.3% |