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 | $35,328 | $49,025-27.9% | $87,507-59.6% | $62,891-43.8% |
| Participation rate | 62.7% | 64.9%-2.1pp | 73.8%-11.1pp | 69.3%-6.6pp |
| Annual return | 7.13% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,454 | $1,372+6.0% | $2,550-43.0% | $2,281-36.2% |
| Participant deferral / active EE | $2,255 | $2,289-1.5% | $3,149-28.4% | $3,203-29.6% |
| Admin fee / account holder | $2,392 | $4,065-41.2% | $4,221-43.3% | $4,296-44.3% |