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 | $74,866 | $81,248-7.9% | $155,509-51.9% | $80,856-7.4% |
| Participation rate | 60.9% | 66.2%-5.4pp | 78.2%-17.3pp | 67.6%-6.8pp |
| Annual return | 13.33% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,276 | $3,100-58.8% | $4,672-72.7% | $2,755-53.7% |
| Participant deferral / active EE | $2,805 | $3,452-18.7% | $5,626-50.1% | $4,296-34.7% |
| Admin fee / account holder | $3,039 | $7,997-62.0% | $15,912-80.9% | $6,918-56.1% |