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 | $45,715 | $76,552-40.3% | $123,892-63.1% | $62,891-27.3% |
| Participation rate | 61.8% | 73.0%-11.2pp | 81.4%-19.6pp | 69.3%-7.5pp |
| Annual return | 8.35% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,891 | $2,883-34.4% | $4,617-59.0% | $2,281-17.1% |
| Participant deferral / active EE | $4,045 | $4,840-16.4% | $5,984-32.4% | $3,203+26.3% |
| Admin fee / account holder | $854 | $4,826-82.3% | $8,357-89.8% | $4,296-80.1% |