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 | $36,079 | $69,977-48.4% | $108,579-66.8% | $62,891-42.6% |
| Participation rate | 68.3% | 72.9%-4.6pp | 79.6%-11.3pp | 69.3%-1.1pp |
| Annual return | 6.23% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,525 | $2,135-28.5% | $3,758-59.4% | $2,281-33.1% |
| Participant deferral / active EE | $3,215 | $3,165+1.6% | $4,311-25.4% | $3,203+0.4% |
| Admin fee / account holder | $1,141 | $5,076-77.5% | $7,645-85.1% | $4,296-73.4% |