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 | $43,223 | $65,365-33.9% | $92,893-53.5% | $72,985-40.8% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.0%-8.5pp | 69.5%-2.0pp |
| Annual return | 19.19% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,929 | $2,594-25.6% | $3,653-47.2% | $2,440-20.9% |
| Participant deferral / active EE | $3,144 | $3,128+0.5% | $4,236-25.8% | $3,607-12.9% |
| Admin fee / account holder | $980 | $4,251-77.0% | $5,794-83.1% | $5,124-80.9% |