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 | $39,557 | $65,365-39.5% | $92,893-57.4% | $72,985-45.8% |
| Participation rate | 56.9% | 68.3%-11.5pp | 76.0%-19.1pp | 69.5%-12.6pp |
| Annual return | 27.27% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,306 | $2,594-11.1% | $3,653-36.9% | $2,440-5.5% |
| Participant deferral / active EE | $5,389 | $3,128+72.3% | $4,236+27.2% | $3,607+49.4% |
| Admin fee / account holder | $1,395 | $4,251-67.2% | $5,794-75.9% | $5,124-72.8% |