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 | $39,206 | $153,772-74.5% | $133,980-70.7% | $273,961-85.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 10.99% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,051 | $6,029-66.0% | $5,211-60.6% | $4,869-57.9% |
| Participant deferral / active EE | $10,043 | $6,958+44.3% | $6,282+59.9% | $5,287+90.0% |
| Admin fee / account holder | $12,741 | $11,765+8.3% | $9,324+36.6% | $10,132+25.8% |