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 | $53,788 | $80,717-33.4% | $154,803-65.3% | $84,808-36.6% |
| Participation rate | 67.9% | 66.8%+1.0pp | 78.1%-10.2pp | 68.3%-0.5pp |
| Annual return | 19.06% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,615 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $4,127 | $3,303+24.9% | $5,540-25.5% | $4,212-2.0% |
| Admin fee / account holder | $2,262 | $6,746-66.5% | $14,329-84.2% | $7,344-69.2% |