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 | $56,258 | $73,933-23.9% | $96,683-41.8% | $75,163-25.2% |
| Participation rate | 52.8% | 66.4%-13.6pp | 74.3%-21.6pp | 67.2%-14.4pp |
| Annual return | 18.33% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,627 | $2,928-44.4% | $3,737-56.5% | $2,670-39.1% |
| Participant deferral / active EE | $3,637 | $3,659-0.6% | $4,878-25.4% | $4,125-11.8% |
| Admin fee / account holder | $6,188 | $5,216+18.6% | $6,730-8.0% | $5,651+9.5% |