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 | $84,886 | $96,956-12.4% | $70,014+21.2% | $273,961-69.0% |
| Participation rate | 63.6% | 77.1%-13.4pp | 71.8%-8.2pp | 83.0%-19.4pp |
| Annual return | 1.89% | 12.93%-11.0pp | 12.99%-11.1pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,179 | $3,316-64.4% | $2,338-49.6% | $4,869-75.8% |
| Participant deferral / active EE | $3,800 | $3,744+1.5% | $2,931+29.7% | $5,287-28.1% |
| Admin fee / account holder | $5,712 | $7,934-28.0% | $4,380+30.4% | $10,132-43.6% |