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 | $51,734 | $72,277-28.4% | $101,248-48.9% | $79,858-35.2% |
| Participation rate | 47.7% | 68.5%-20.8pp | 75.8%-28.1pp | 69.6%-21.9pp |
| Annual return | 28.06% | 22.30%+5.8pp | 46.47%-18.4pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,230 | $2,692-54.3% | $3,660-66.4% | $2,471-50.2% |
| Participant deferral / active EE | $2,678 | $3,282-18.4% | $4,370-38.7% | $3,740-28.4% |
| Admin fee / account holder | $627 | $4,400-85.7% | $5,945-89.4% | $5,306-88.2% |