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 | $35,769 | $48,076-25.6% | $78,689-54.5% | $62,891-43.1% |
| Participation rate | 54.5% | 65.2%-10.7pp | 73.6%-19.0pp | 69.3%-14.8pp |
| Annual return | 11.03% | 31.35%-20.3pp | 62.18%-51.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,441 | $2,015+21.2% | $2,851-14.4% | $2,281+7.0% |
| Participant deferral / active EE | $7,343 | $2,588+183.8% | $3,517+108.8% | $3,203+129.3% |
| Admin fee / account holder | $3,467 | $3,207+8.1% | $4,510-23.1% | $4,296-19.3% |