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 | $30,540 | $35,183-13.2% | $73,545-58.5% | $70,131-56.5% |
| Participation rate | 62.0% | 42.9%+19.1pp | 54.9%+7.1pp | 69.5%-7.5pp |
| Annual return | 18.88% | 26.90%-8.0pp | -15.16%+34.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $866 | $709+22.2% | $1,219-28.9% | $2,342-63.0% |
| Participant deferral / active EE | $1,982 | $1,220+62.5% | $1,806+9.7% | $3,332-40.5% |
| Admin fee / account holder | $343 | $2,302-85.1% | $2,320-85.2% | $4,645-92.6% |