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 | $50,906 | $67,411-24.5% | $91,001-44.1% | $70,131-27.4% |
| Participation rate | 60.8% | 71.4%-10.6pp | 75.6%-14.8pp | 69.5%-8.7pp |
| Annual return | 18.53% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,914 | $1,786+7.2% | $2,456-22.1% | $2,342-18.3% |
| Participant deferral / active EE | $3,117 | $2,823+10.4% | $3,547-12.1% | $3,332-6.4% |
| Admin fee / account holder | $898 | $4,236-78.8% | $5,417-83.4% | $4,645-80.7% |