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 | $47,603 | $35,183+35.3% | $73,545-35.3% | $70,131-32.1% |
| Participation rate | 41.9% | 42.9%-1.0pp | 54.9%-13.0pp | 69.5%-27.6pp |
| Annual return | 18.58% | 26.90%-8.3pp | -15.16%+33.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $462 | $709-34.8% | $1,219-62.1% | $2,342-80.3% |
| Participant deferral / active EE | $933 | $1,220-23.5% | $1,806-48.3% | $3,332-72.0% |
| Admin fee / account holder | $705 | $2,302-69.4% | $2,320-69.6% | $4,645-84.8% |