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 | $53,029 | $61,660-14.0% | $80,019-33.7% | $64,186-17.4% |
| Participation rate | 65.6% | 71.7%-6.1pp | 75.8%-10.2pp | 69.6%-3.9pp |
| Annual return | 7.86% | -0.33%+8.2pp | 11.22%-3.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,994 | $1,810+10.1% | $2,468-19.2% | $2,381-16.2% |
| Participant deferral / active EE | $4,184 | $2,968+41.0% | $3,686+13.5% | $3,470+20.6% |
| Admin fee / account holder | $3,641 | $5,417-32.8% | $6,521-44.2% | $4,888-25.5% |