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 | $69,893 | $104,251-33.0% | $91,001-23.2% | $147,584-52.6% |
| Participation rate | 69.6% | 78.2%-8.7pp | 75.6%-6.0pp | 82.8%-13.3pp |
| Annual return | 13.86% | 27.06%-13.2pp | 4.60%+9.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,547 | $3,116-50.3% | $2,456-37.0% | $4,876-68.3% |
| Participant deferral / active EE | $4,094 | $4,195-2.4% | $3,547+15.4% | $5,439-24.7% |
| Admin fee / account holder | $1,976 | $8,948-77.9% | $5,417-63.5% | $10,885-81.8% |