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 | $64,723 | $93,571-30.8% | $135,903-52.4% | $75,163-13.9% |
| Participation rate | 63.1% | 75.2%-12.1pp | 81.9%-18.8pp | 67.2%-4.1pp |
| Annual return | 19.97% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,691 | $3,537-23.9% | $4,856-44.6% | $2,670+0.8% |
| Participant deferral / active EE | $6,308 | $6,404-1.5% | $7,758-18.7% | $4,125+52.9% |
| Admin fee / account holder | $1,246 | $6,975-82.1% | $10,762-88.4% | $5,651-77.9% |