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 | $46,284 | $65,365-29.2% | $92,893-50.2% | $72,985-36.6% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 23.59% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $948 | $2,594-63.5% | $3,653-74.1% | $2,440-61.2% |
| Participant deferral / active EE | $2,134 | $3,128-31.8% | $4,236-49.6% | $3,607-40.8% |
| Admin fee / account holder | $2,445 | $4,251-42.5% | $5,794-57.8% | $5,124-52.3% |