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 | $67,191 | $181,894-63.1% | $156,549-57.1% | $273,961-75.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 18.45% | 30.74%-12.3pp | 32.23%-13.8pp | 41.45%-23.0pp |
| Employer contribution / active EE | $4,613 | $6,248-26.2% | $5,501-16.1% | $4,869-5.3% |
| Participant deferral / active EE | $9,902 | $5,550+78.4% | $4,871+103.3% | $5,287+87.3% |
| Admin fee / account holder | $385 | $15,559-97.5% | $13,027-97.0% | $10,132-96.2% |