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 | $38,501 | $90,503-57.5% | $78,689-51.1% | $273,961-85.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 23.51% | 75.60%-52.1pp | 62.18%-38.7pp | 41.45%-17.9pp |
| Employer contribution / active EE | $1,923 | $3,176-39.5% | $2,851-32.6% | $4,869-60.5% |
| Participant deferral / active EE | $3,851 | $3,901-1.3% | $3,517+9.5% | $5,287-27.2% |
| Admin fee / account holder | $8,323 | $5,263+58.1% | $4,510+84.5% | $10,132-17.8% |