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 | $44,347 | $88,707-50.0% | $74,183-40.2% | $273,961-83.8% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 5.87% | 11.94%-6.1pp | 17.74%-11.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,890 | $3,159-8.5% | $2,370+21.9% | $4,869-40.6% |
| Participant deferral / active EE | $6,664 | $4,212+58.2% | $3,550+87.7% | $5,287+26.0% |
| Admin fee / account holder | $9,363 | $8,717+7.4% | $5,586+67.6% | $10,132-7.6% |