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 | $43,691 | $72,277-39.6% | $101,248-56.8% | $79,858-45.3% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 21.25% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,062 | $2,692-23.4% | $3,660-43.7% | $2,471-16.6% |
| Participant deferral / active EE | $2,758 | $3,282-15.9% | $4,370-36.9% | $3,740-26.3% |
| Admin fee / account holder | $4,463 | $4,400+1.4% | $5,945-24.9% | $5,306-15.9% |