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 | $72,647 | $109,881-33.9% | $150,045-51.6% | $84,808-14.3% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 15.16% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,383 | $3,561-61.2% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $3,999 | $6,636-39.7% | $7,997-50.0% | $4,212-5.1% |
| Admin fee / account holder | $1,147 | $8,568-86.6% | $13,435-91.5% | $7,344-84.4% |