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 | $101,752 | $109,413-7.0% | $156,263-34.9% | $84,808+20.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 78.9%-38.9pp | 68.3%-28.3pp |
| Annual return | 16.33% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $913 | $2,907-68.6% | $4,333-78.9% | $2,631-65.3% |
| Participant deferral / active EE | $2,278 | $4,590-50.4% | $6,158-63.0% | $4,212-45.9% |
| Admin fee / account holder | $1,538 | $9,357-83.6% | $14,255-89.2% | $7,344-79.1% |