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 5-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 | $34,096 | $60,892-44.0% | $82,389-58.6% | $84,808-59.8% |
| Participation rate | 68.4% | 63.3%+5.2pp | 69.5%-1.1pp | 68.3%+0.1pp |
| Annual return | 18.93% | 37.29%-18.4pp | 28.67%-9.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,642 | $1,779-7.7% | $2,517-34.8% | $2,631-37.6% |
| Participant deferral / active EE | $3,398 | $3,179+6.9% | $4,155-18.2% | $4,212-19.3% |
| Admin fee / account holder | $1,437 | $5,467-73.7% | $7,231-80.1% | $7,344-80.4% |