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 | $29,671 | $80,717-63.2% | $154,803-80.8% | $84,808-65.0% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.7pp | 68.3%-21.9pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,087 | $2,761-24.4% | $4,305-51.5% | $2,631-20.7% |
| Participant deferral / active EE | $2,739 | $3,303-17.1% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $1,292 | $6,746-80.9% | $14,329-91.0% | $7,344-82.4% |