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 | $90,992 | $124,425-26.9% | $112,040-18.8% | $137,256-33.7% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.5%-31.5pp | 80.0%-35.0pp |
| Annual return | 17.52% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,598 | $3,411-53.2% | $2,954-45.9% | $4,156-61.5% |
| Participant deferral / active EE | $3,084 | $5,718-46.1% | $5,098-39.5% | $6,407-51.9% |
| Admin fee / account holder | $8,220 | $15,207-45.9% | $12,098-32.1% | $12,270-33.0% |