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 | $44,391 | $93,571-52.6% | $135,903-67.3% | $75,163-40.9% |
| Participation rate | 52.7% | 75.2%-22.5pp | 81.9%-29.2pp | 67.2%-14.5pp |
| Annual return | 18.71% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,423 | $3,537-31.5% | $4,856-50.1% | $2,670-9.3% |
| Participant deferral / active EE | $4,934 | $6,404-23.0% | $7,758-36.4% | $4,125+19.6% |
| Admin fee / account holder | $2,552 | $6,975-63.4% | $10,762-76.3% | $5,651-54.8% |