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 | $74,546 | $109,881-32.2% | $150,045-50.3% | $84,808-12.1% |
| Participation rate | 53.1% | 76.1%-23.0pp | 82.3%-29.3pp | 68.3%-15.2pp |
| Annual return | 16.32% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,189 | $3,561-38.5% | $4,693-53.4% | $2,631-16.8% |
| Participant deferral / active EE | $4,439 | $6,636-33.1% | $7,997-44.5% | $4,212+5.4% |
| Admin fee / account holder | $4,704 | $8,568-45.1% | $13,435-65.0% | $7,344-35.9% |