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 | $43,477 | $72,177-39.8% | $115,037-62.2% | $59,632-27.1% |
| Participation rate | 67.6% | 72.6%-4.9pp | 81.4%-13.7pp | 68.7%-1.0pp |
| Annual return | 6.02% | 12.02%-6.0pp | 26.14%-20.1pp | 2041.28%-2035.3pp |
| Employer contribution / active EE | $2,651 | $2,841-6.7% | $4,608-42.5% | $2,203+20.3% |
| Participant deferral / active EE | $5,862 | $4,783+22.6% | $6,026-2.7% | $3,192+83.7% |
| Admin fee / account holder | $1,371 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |