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 | $42,683 | $66,098-35.4% | $101,794-58.1% | $74,304-42.6% |
| Participation rate | 42.7% | 53.8%-11.0pp | 69.2%-26.5pp | 60.3%-17.6pp |
| Annual return | 18.30% | 19.59%-1.3pp | 30.53%-12.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,093 | $1,082+1.0% | $2,289-52.3% | $2,241-51.2% |
| Participant deferral / active EE | $3,443 | $2,781+23.8% | $4,084-15.7% | $3,767-8.6% |
| Admin fee / account holder | $5,687 | $4,146+37.2% | $8,777-35.2% | $2,969+91.5% |