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 | $82,226 | $95,453-13.9% | $112,040-26.6% | $82,448-0.3% |
| Participation rate | 41.1% | 72.8%-31.7pp | 76.5%-35.4pp | 68.1%-27.0pp |
| Annual return | 12.85% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,068 | $2,318-53.9% | $2,954-63.8% | $2,551-58.1% |
| Participant deferral / active EE | $2,927 | $4,224-30.7% | $5,098-42.6% | $4,139-29.3% |
| Admin fee / account holder | $13,005 | $9,013+44.3% | $12,098+7.5% | $7,234+79.8% |