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 | $77,068 | $81,460-5.4% | $103,333-25.4% | $80,856-4.7% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.6%-2.1pp |
| Annual return | 10.63% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,711 | $3,105-44.9% | $3,868-55.8% | $2,755-37.9% |
| Participant deferral / active EE | $3,150 | $3,869-18.6% | $5,057-37.7% | $4,296-26.7% |
| Admin fee / account holder | $5,434 | $6,566-17.3% | $8,355-35.0% | $6,918-21.5% |