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 | $35,594 | $73,933-51.9% | $96,683-63.2% | $75,163-52.6% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 28.25% | 26.70%+1.6pp | 35.69%-7.4pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,589 | $2,928-45.7% | $3,737-57.5% | $2,670-40.5% |
| Participant deferral / active EE | $2,459 | $3,659-32.8% | $4,878-49.6% | $4,125-40.4% |
| Admin fee / account holder | $397 | $5,216-92.4% | $6,730-94.1% | $5,651-93.0% |