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 | $72,234 | $89,753-19.5% | $107,525-32.8% | $84,808-14.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 23.98% | 29.48%-5.5pp | 181.32%-157.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,079 | $3,113-33.2% | $3,754-44.6% | $2,631-21.0% |
| Participant deferral / active EE | $4,780 | $4,056+17.9% | $5,116-6.6% | $4,212+13.5% |
| Admin fee / account holder | $1,045 | $7,222-85.5% | $8,919-88.3% | $7,344-85.8% |