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 | $39,725 | $56,897-30.2% | $84,750-53.1% | $62,891-36.8% |
| Participation rate | 56.0% | 68.5%-12.5pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 5.78% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,555 | $2,709+31.2% | $3,712-4.2% | $3,203+11.0% |
| Admin fee / account holder | $395 | $3,581-89.0% | $5,332-92.6% | $4,296-90.8% |