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 | $37,132 | $76,367-51.4% | $93,606-60.3% | $72,985-49.1% |
| Participation rate | 58.1% | 71.7%-13.7pp | 75.8%-17.8pp | 69.5%-11.4pp |
| Annual return | 23.14% | 25.82%-2.7pp | 32.76%-9.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,355 | $2,275-40.4% | $2,718-50.1% | $2,440-44.4% |
| Participant deferral / active EE | $3,238 | $3,538-8.5% | $4,069-20.4% | $3,607-10.2% |
| Admin fee / account holder | $563 | $6,838-91.8% | $7,888-92.9% | $5,124-89.0% |