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 | $34,920 | $43,075-18.9% | $74,583-53.2% | $62,891-44.5% |
| Participation rate | 52.9% | 58.1%-5.1pp | 68.1%-15.2pp | 69.3%-16.4pp |
| Annual return | 9.58% | 17.50%-7.9pp | 20.47%-10.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,488 | $1,498-0.6% | $2,525-41.1% | $2,281-34.8% |
| Participant deferral / active EE | $2,376 | $2,389-0.6% | $3,458-31.3% | $3,203-25.8% |
| Admin fee / account holder | $789 | $2,840-72.2% | $4,138-80.9% | $4,296-81.6% |