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 | $58,547 | $48,076+21.8% | $78,689-25.6% | $62,891-6.9% |
| Participation rate | 45.9% | 65.2%-19.3pp | 73.6%-27.6pp | 69.3%-23.4pp |
| Annual return | 6.10% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,938 | $2,015-3.8% | $2,851-32.0% | $2,281-15.0% |
| Participant deferral / active EE | $4,907 | $2,588+89.6% | $3,517+39.5% | $3,203+53.2% |
| Admin fee / account holder | $19,490 | $3,207+507.7% | $4,510+332.1% | $4,296+353.7% |