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 | $38,308 | $63,764-39.9% | $81,930-53.2% | $79,858-52.0% |
| Participation rate | 65.0% | 67.5%-2.5pp | 72.0%-7.0pp | 69.6%-4.6pp |
| Annual return | 16.80% | 22.66%-5.9pp | 29.49%-12.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,160 | $1,795-35.4% | $4,310-73.1% | $2,471-53.1% |
| Participant deferral / active EE | $1,786 | $2,780-35.8% | $7,107-74.9% | $3,740-52.3% |
| Admin fee / account holder | $608 | $4,426-86.3% | $5,158-88.2% | $5,306-88.5% |