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 | $59,522 | $56,110+6.1% | $94,993-37.3% | $70,131-15.1% |
| Participation rate | 54.7% | 65.0%-10.3pp | 73.9%-19.2pp | 69.5%-14.9pp |
| Annual return | 17.29% | 51.02%-33.7pp | 27.12%-9.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,419 | $1,442-1.6% | $2,603-45.5% | $2,342-39.4% |
| Participant deferral / active EE | $2,524 | $2,391+5.6% | $3,317-23.9% | $3,332-24.2% |
| Admin fee / account holder | $564 | $3,456-83.7% | $4,960-88.6% | $4,645-87.8% |