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 | $77,150 | $56,897+35.6% | $84,750-9.0% | $62,891+22.7% |
| Participation rate | 61.8% | 68.5%-6.7pp | 76.6%-14.8pp | 69.3%-7.5pp |
| Annual return | 4.65% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,264 | $2,400-47.3% | $3,574-64.6% | $2,281-44.6% |
| Participant deferral / active EE | $1,936 | $2,709-28.5% | $3,712-47.8% | $3,203-39.6% |
| Admin fee / account holder | $2,664 | $3,581-25.6% | $5,332-50.0% | $4,296-38.0% |