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 | $84,325 | $105,630-20.2% | $87,507-3.6% | $273,961-69.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 8.55% | 12.25%-3.7pp | 12.21%-3.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,573 | $3,141-49.9% | $2,550-38.3% | $4,869-67.7% |
| Participant deferral / active EE | $3,976 | $3,601+10.4% | $3,149+26.3% | $5,287-24.8% |
| Admin fee / account holder | $3,989 | $4,781-16.6% | $4,221-5.5% | $10,132-60.6% |