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 | $50,740 | $58,851-13.8% | $115,157-55.9% | $72,985-30.5% |
| Participation rate | 29.4% | 65.5%-36.1pp | 75.9%-46.5pp | 69.5%-40.1pp |
| Annual return | 19.70% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,168 | $1,798-35.0% | $3,179-63.3% | $2,440-52.1% |
| Participant deferral / active EE | $3,085 | $2,643+16.7% | $4,168-26.0% | $3,607-14.5% |
| Admin fee / account holder | $790 | $6,370-87.6% | $7,088-88.9% | $5,124-84.6% |