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 | $100,459 | $93,571+7.4% | $135,903-26.1% | $75,163+33.7% |
| Participation rate | 65.1% | 75.2%-10.1pp | 81.9%-16.8pp | 67.2%-2.1pp |
| Annual return | 17.21% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,669 | $3,537-52.8% | $4,856-65.6% | $2,670-37.5% |
| Participant deferral / active EE | $3,277 | $6,404-48.8% | $7,758-57.8% | $4,125-20.6% |
| Admin fee / account holder | $5,127 | $6,975-26.5% | $10,762-52.4% | $5,651-9.3% |