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 | $41,379 | $56,277-26.5% | $80,975-48.9% | $62,891-34.2% |
| Participation rate | 67.6% | 69.0%-1.4pp | 75.8%-8.2pp | 69.3%-1.7pp |
| Annual return | 6.71% | 22.12%-15.4pp | 17.10%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,088 | $1,943-44.0% | $3,714-70.7% | $2,281-52.3% |
| Participant deferral / active EE | $1,914 | $4,195-54.4% | $5,696-66.4% | $3,203-40.2% |
| Admin fee / account holder | $1,113 | $3,741-70.2% | $5,516-79.8% | $4,296-74.1% |