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 | $71,410 | $58,523+22.0% | $99,443-28.2% | $72,985-2.2% |
| Participation rate | 54.5% | 64.6%-10.1pp | 73.8%-19.3pp | 69.5%-14.9pp |
| Annual return | 22.61% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $792 | $1,512-47.6% | $2,540-68.8% | $2,440-67.6% |
| Participant deferral / active EE | $1,290 | $2,606-50.5% | $3,619-64.4% | $3,607-64.2% |
| Admin fee / account holder | $2,286 | $4,102-44.3% | $6,250-63.4% | $5,124-55.4% |