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 | $48,945 | $76,552-36.1% | $123,892-60.5% | $62,891-22.2% |
| Participation rate | 69.8% | 73.0%-3.2pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,362 | $2,883-52.7% | $4,617-70.5% | $2,281-40.3% |
| Participant deferral / active EE | $5,048 | $4,840+4.3% | $5,984-15.6% | $3,203+57.6% |
| Admin fee / account holder | $4,976 | $4,826+3.1% | $8,357-40.5% | $4,296+15.8% |