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 | $83,635 | $95,803-12.7% | $113,168-26.1% | $84,808-1.4% |
| Participation rate | 67.4% | 72.9%-5.4pp | 76.6%-9.1pp | 68.3%-0.9pp |
| Annual return | 14.37% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,536 | $2,360-34.9% | $2,975-48.4% | $2,631-41.6% |
| Participant deferral / active EE | $4,546 | $4,242+7.2% | $5,107-11.0% | $4,212+7.9% |
| Admin fee / account holder | $1,913 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |