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 | $41,449 | $53,777-22.9% | $134,143-69.1% | $79,858-48.1% |
| Participation rate | 52.9% | 58.8%-5.8pp | 72.2%-19.2pp | 69.6%-16.7pp |
| Annual return | 20.75% | 19.01%+1.7pp | 36.33%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $975 | $1,321-26.2% | $3,704-73.7% | $2,471-60.5% |
| Participant deferral / active EE | $2,325 | $2,420-3.9% | $3,499-33.6% | $3,740-37.8% |
| Admin fee / account holder | $2,598 | $3,984-34.8% | $6,684-61.1% | $5,306-51.0% |