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 | $54,088 | $106,749-49.3% | $145,433-62.8% | $82,448-34.4% |
| Participation rate | 57.4% | 75.6%-18.3pp | 82.1%-24.8pp | 68.1%-10.7pp |
| Annual return | 19.33% | 27.59%-8.3pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,566 | $3,444-54.5% | $4,554-65.6% | $2,551-38.6% |
| Participant deferral / active EE | $9,571 | $6,519+46.8% | $7,897+21.2% | $4,139+131.2% |
| Admin fee / account holder | $7,100 | $8,390-15.4% | $13,129-45.9% | $7,234-1.9% |