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 | $52,456 | $78,672-33.3% | $109,143-51.9% | $85,850-38.9% |
| Participation rate | 64.5% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.8pp |
| Annual return | 14.20% | 25.09%-10.9pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,674 | $2,735-2.2% | $3,722-28.1% | $2,565+4.3% |
| Participant deferral / active EE | $5,206 | $3,467+50.1% | $4,653+11.9% | $3,952+31.7% |
| Admin fee / account holder | $937 | $5,469-82.9% | $6,752-86.1% | $6,260-85.0% |