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 | $77,320 | $76,552+1.0% | $123,892-37.6% | $62,891+22.9% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 14.25% | 18.68%-4.4pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,312 | $2,883-54.5% | $4,617-71.6% | $2,281-42.5% |
| Participant deferral / active EE | $3,171 | $4,840-34.5% | $5,984-47.0% | $3,203-1.0% |
| Admin fee / account holder | $2,214 | $4,826-54.1% | $8,357-73.5% | $4,296-48.5% |