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 | $55,674 | $100,326-44.5% | $180,183-69.1% | $84,808-34.4% |
| Participation rate | 54.2% | 71.0%-16.8pp | 77.4%-23.3pp | 68.3%-14.1pp |
| Annual return | 13.90% | 17.86%-4.0pp | 27.86%-14.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,267 | $3,269-30.7% | $5,039-55.0% | $2,631-13.8% |
| Participant deferral / active EE | $4,001 | $5,066-21.0% | $6,822-41.4% | $4,212-5.0% |
| Admin fee / account holder | $4,490 | $9,674-53.6% | $19,975-77.5% | $7,344-38.9% |