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 | $70,571 | $109,359-35.5% | $162,163-56.5% | $72,985-3.3% |
| Participation rate | 62.1% | 84.3%-22.2pp | 87.6%-25.5pp | 69.5%-7.4pp |
| Annual return | 22.67% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,882 | $3,907-51.8% | $5,614-66.5% | $2,440-22.9% |
| Participant deferral / active EE | $3,628 | $5,481-33.8% | $7,298-50.3% | $3,607+0.6% |
| Admin fee / account holder | $3,220 | $7,972-59.6% | $10,843-70.3% | $5,124-37.2% |