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 | $63,923 | $80,717-20.8% | $154,803-58.7% | $84,808-24.6% |
| Participation rate | 42.0% | 66.8%-24.8pp | 78.1%-36.0pp | 68.3%-26.3pp |
| Annual return | 14.10% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,254 | $2,761-54.6% | $4,305-70.9% | $2,631-52.3% |
| Participant deferral / active EE | $4,253 | $3,303+28.8% | $5,540-23.2% | $4,212+1.0% |
| Admin fee / account holder | $2,115 | $6,746-68.6% | $14,329-85.2% | $7,344-71.2% |