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 | $49,056 | $78,422-37.4% | $95,952-48.9% | $79,858-38.6% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.4pp |
| Annual return | 24.78% | 19.37%+5.4pp | 91.61%-66.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,439 | $1,945-26.0% | $2,541-43.4% | $2,471-41.8% |
| Participant deferral / active EE | $2,178 | $3,440-36.7% | $4,167-47.7% | $3,740-41.8% |
| Admin fee / account holder | $2,496 | $5,622-55.6% | $6,795-63.3% | $5,306-53.0% |