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 | $40,533 | $76,552-47.1% | $123,892-67.3% | $62,891-35.6% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.6pp | 69.3%-6.4pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,388 | $2,883-17.2% | $4,617-48.3% | $2,281+4.7% |
| Participant deferral / active EE | $4,232 | $4,840-12.6% | $5,984-29.3% | $3,203+32.1% |
| Admin fee / account holder | $307 | $4,826-93.6% | $8,357-96.3% | $4,296-92.9% |