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 | $42,710 | $51,315-16.8% | $95,745-55.4% | $71,457-40.2% |
| Participation rate | 52.1% | 63.0%-11.0pp | 72.3%-20.2pp | 67.9%-15.9pp |
| Annual return | 23.30% | 25.26%-2.0pp | 28.35%-5.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,313 | $1,819-27.8% | $2,835-53.7% | $2,588-49.2% |
| Participant deferral / active EE | $3,103 | $3,358-7.6% | $4,245-26.9% | $4,289-27.7% |
| Admin fee / account holder | $614 | $1,137-46.0% | $5,678-89.2% | $1,587-61.3% |