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 | $71,989 | $109,413-34.2% | $156,263-53.9% | $84,808-15.1% |
| Participation rate | 67.6% | 72.7%-5.1pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 18.91% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,976 | $2,907-32.0% | $4,333-54.4% | $2,631-24.9% |
| Participant deferral / active EE | $3,931 | $4,590-14.3% | $6,158-36.2% | $4,212-6.7% |
| Admin fee / account holder | $2,653 | $9,357-71.6% | $14,255-81.4% | $7,344-63.9% |