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 | $47,572 | $78,422-39.3% | $95,952-50.4% | $79,858-40.4% |
| Participation rate | 51.5% | 73.5%-22.0pp | 77.1%-25.6pp | 69.6%-18.1pp |
| Annual return | 18.10% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,805 | $1,945+44.2% | $2,541+10.4% | $2,471+13.5% |
| Participant deferral / active EE | $3,658 | $3,440+6.3% | $4,167-12.2% | $3,740-2.2% |
| Admin fee / account holder | $7,087 | $5,622+26.1% | $6,795+4.3% | $5,306+33.6% |