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 | $42,008 | $124,425-66.2% | $112,040-62.5% | $137,256-69.4% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 11.86% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,334 | $3,411-31.6% | $2,954-21.0% | $4,156-43.8% |
| Participant deferral / active EE | $3,181 | $5,718-44.4% | $5,098-37.6% | $6,407-50.3% |
| Admin fee / account holder | $1,486 | $15,207-90.2% | $12,098-87.7% | $12,270-87.9% |