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 | $49,606 | $76,050-34.8% | $96,544-48.6% | $71,457-30.6% |
| Participation rate | 62.6% | 74.4%-11.8pp | 76.0%-13.4pp | 67.9%-5.3pp |
| Annual return | 23.95% | 22.81%+1.1pp | 25.84%-1.9pp | 28.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,347 | $4,215+98.0% | $4,851+72.1% | $4,289+94.6% |
| Admin fee / account holder | $2,033 | $2,707-24.9% | $8,252-75.4% | $1,587+28.1% |