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 | $80,145 | $73,933+8.4% | $96,683-17.1% | $75,163+6.6% |
| Participation rate | 40.9% | 66.4%-25.5pp | 74.3%-33.4pp | 67.2%-26.3pp |
| Annual return | 20.04% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,500 | $2,928-48.8% | $3,737-59.9% | $2,670-43.8% |
| Participant deferral / active EE | $4,807 | $3,659+31.4% | $4,878-1.5% | $4,125+16.5% |
| Admin fee / account holder | $5,248 | $5,216+0.6% | $6,730-22.0% | $5,651-7.1% |