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 | $48,069 | $76,367-37.1% | $93,606-48.6% | $72,985-34.1% |
| Participation rate | 54.8% | 71.7%-16.9pp | 75.8%-21.0pp | 69.5%-14.6pp |
| Annual return | 19.80% | 25.82%-6.0pp | 32.76%-13.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,185 | $2,275-47.9% | $2,718-56.4% | $2,440-51.4% |
| Participant deferral / active EE | $1,970 | $3,538-44.3% | $4,069-51.6% | $3,607-45.4% |
| Admin fee / account holder | $10,925 | $6,838+59.8% | $7,888+38.5% | $5,124+113.2% |