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 | $35,062 | $56,277-37.7% | $80,975-56.7% | $62,891-44.3% |
| Participation rate | 64.5% | 69.0%-4.4pp | 75.8%-11.3pp | 69.3%-4.8pp |
| Annual return | 13.65% | 22.12%-8.5pp | 17.10%-3.4pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,154 | $1,943+10.8% | $3,714-42.0% | $2,281-5.6% |
| Participant deferral / active EE | $4,473 | $4,195+6.6% | $5,696-21.5% | $3,203+39.6% |
| Admin fee / account holder | $1,603 | $3,741-57.1% | $5,516-70.9% | $4,296-62.7% |