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 | $50,832 | $56,423-9.9% | $77,163-34.1% | $71,457-28.9% |
| Participation rate | 39.5% | 64.3%-24.8pp | 69.6%-30.0pp | 67.9%-28.4pp |
| Annual return | 18.61% | 19.05%-0.4pp | 37.87%-19.3pp | 28.85%-10.2pp |
| Employer contribution / active EE | $976 | $1,866-47.7% | $2,535-61.5% | $2,588-62.3% |
| Participant deferral / active EE | $1,719 | $3,142-45.3% | $3,833-55.2% | $4,289-59.9% |
| Admin fee / account holder | $4,213 | $1,429+194.9% | $5,472-23.0% | $1,587+165.4% |