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 | $37,461 | $80,717-53.6% | $154,803-75.8% | $84,808-55.8% |
| Participation rate | 62.2% | 66.8%-4.6pp | 78.1%-15.8pp | 68.3%-6.1pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,474 | $2,761-46.6% | $4,305-65.8% | $2,631-44.0% |
| Participant deferral / active EE | $2,306 | $3,303-30.2% | $5,540-58.4% | $4,212-45.2% |
| Admin fee / account holder | $2,504 | $6,746-62.9% | $14,329-82.5% | $7,344-65.9% |