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 | $37,678 | $56,277-33.1% | $80,975-53.5% | $62,891-40.1% |
| Participation rate | 68.8% | 69.0%-0.2pp | 75.8%-7.1pp | 69.3%-0.6pp |
| Annual return | 8.29% | 22.12%-13.8pp | 17.10%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,041 | $1,943-46.4% | $3,714-72.0% | $2,281-54.4% |
| Participant deferral / active EE | $2,072 | $4,195-50.6% | $5,696-63.6% | $3,203-35.3% |
| Admin fee / account holder | $3,119 | $3,741-16.6% | $5,516-43.4% | $4,296-27.4% |