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 | $106,852 | $215,361-50.4% | $171,082-37.5% | $273,961-61.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 6.35% | 25.14%-18.8pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,473 | $4,967-70.3% | $4,002-63.2% | $4,869-69.7% |
| Participant deferral / active EE | $4,664 | $5,543-15.9% | $4,797-2.8% | $5,287-11.8% |
| Admin fee / account holder | $1,884 | $10,846-82.6% | $8,520-77.9% | $10,132-81.4% |