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 | $32,593 | $109,881-70.3% | $150,045-78.3% | $84,808-61.6% |
| Participation rate | 62.0% | 76.1%-14.1pp | 82.3%-20.4pp | 68.3%-6.3pp |
| Annual return | 36.82% | 28.25%+8.6pp | 62.55%-25.7pp | 40.90%-4.1pp |
| Employer contribution / active EE | $1,663 | $3,561-53.3% | $4,693-64.6% | $2,631-36.8% |
| Participant deferral / active EE | $3,044 | $6,636-54.1% | $7,997-61.9% | $4,212-27.7% |
| Admin fee / account holder | $6,358 | $8,568-25.8% | $13,435-52.7% | $7,344-13.4% |