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 | $28,716 | $60,892-52.8% | $82,389-65.1% | $84,808-66.1% |
| Participation rate | 68.4% | 63.3%+5.1pp | 69.5%-1.2pp | 68.3%0pp |
| Annual return | 41.72% | 37.29%+4.4pp | 28.67%+13.1pp | 40.90%+0.8pp |
| Employer contribution / active EE | $2,754 | $1,779+54.8% | $2,517+9.4% | $2,631+4.7% |
| Participant deferral / active EE | $6,275 | $3,179+97.4% | $4,155+51.0% | $4,212+49.0% |
| Admin fee / account holder | $5,374 | $5,467-1.7% | $7,231-25.7% | $7,344-26.8% |