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 | $70,120 | $72,492-3.3% | $87,100-19.5% | $72,985-3.9% |
| Participation rate | 47.4% | 72.8%-25.4pp | 76.9%-29.4pp | 69.5%-22.1pp |
| Annual return | 21.87% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $832 | $1,894-56.0% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $1,589 | $3,270-51.4% | $4,049-60.8% | $3,607-56.0% |
| Admin fee / account holder | $4,046 | $5,055-20.0% | $7,497-46.0% | $5,124-21.0% |