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 | $71,962 | $93,571-23.1% | $135,903-47.0% | $75,163-4.3% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 21.37% | 30.90%-9.5pp | 68.23%-46.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,016 | $3,537-43.0% | $4,856-58.5% | $2,670-24.5% |
| Participant deferral / active EE | $6,071 | $6,404-5.2% | $7,758-21.7% | $4,125+47.2% |
| Admin fee / account holder | $9,534 | $6,975+36.7% | $10,762-11.4% | $5,651+68.7% |