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 | $69,611 | $74,927-7.1% | $101,794-31.6% | $84,808-17.9% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 15.72% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,243 | $1,522-18.3% | $2,289-45.7% | $2,631-52.8% |
| Participant deferral / active EE | $2,346 | $3,099-24.3% | $4,084-42.6% | $4,212-44.3% |
| Admin fee / account holder | $5,755 | $6,514-11.6% | $8,777-34.4% | $7,344-21.6% |