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 | $31,888 | $64,348-50.4% | $90,160-64.6% | $70,131-54.5% |
| Participation rate | 68.0% | 70.4%-2.4pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 16.75% | 28.13%-11.4pp | 34.88%-18.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,313 | $2,046-35.8% | $3,318-60.4% | $2,342-43.9% |
| Participant deferral / active EE | $5,293 | $4,389+20.6% | $5,288+0.1% | $3,332+58.9% |
| Admin fee / account holder | $3,176 | $3,944-19.5% | $5,943-46.6% | $4,645-31.6% |