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 | $77,126 | $95,803-19.5% | $113,168-31.8% | $84,808-9.1% |
| Participation rate | 58.1% | 72.9%-14.7pp | 76.6%-18.4pp | 68.3%-10.2pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,968 | $2,360-16.6% | $2,975-33.9% | $2,631-25.2% |
| Participant deferral / active EE | $4,507 | $4,242+6.3% | $5,107-11.7% | $4,212+7.0% |
| Admin fee / account holder | $16,881 | $8,989+87.8% | $12,068+39.9% | $7,344+129.9% |