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 | $68,584 | $106,749-35.8% | $145,433-52.8% | $82,448-16.8% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,111 | $3,444-67.8% | $4,554-75.6% | $2,551-56.5% |
| Participant deferral / active EE | $2,629 | $6,519-59.7% | $7,897-66.7% | $4,139-36.5% |
| Admin fee / account holder | $5,757 | $8,390-31.4% | $13,129-56.2% | $7,234-20.4% |