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 | $49,812 | $215,361-76.9% | $171,082-70.9% | $273,961-81.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 10.00% | 25.14%-15.1pp | 32.56%-22.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,749 | $4,967+15.7% | $4,002+43.7% | $4,869+18.1% |
| Participant deferral / active EE | $5,383 | $5,543-2.9% | $4,797+12.2% | $5,287+1.8% |
| Admin fee / account holder | $811 | $10,846-92.5% | $8,520-90.5% | $10,132-92.0% |