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 | $35,928 | $80,968-55.6% | $96,544-62.8% | $75,163-52.2% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 13.91% | 27.06%-13.2pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,541 | $2,282-32.5% | $2,965-48.0% | $2,670-42.3% |
| Participant deferral / active EE | $3,669 | $3,928-6.6% | $4,851-24.4% | $4,125-11.1% |
| Admin fee / account holder | $1,276 | $6,724-81.0% | $8,252-84.5% | $5,651-77.4% |