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 | $95,453-19.2% | $112,040-31.2% | $82,448-6.5% |
| Participation rate | 58.1% | 72.8%-14.6pp | 76.5%-18.4pp | 68.1%-9.9pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,968 | $2,318-15.1% | $2,954-33.4% | $2,551-22.9% |
| Participant deferral / active EE | $4,507 | $4,224+6.7% | $5,098-11.6% | $4,139+8.9% |
| Admin fee / account holder | $16,881 | $9,013+87.3% | $12,098+39.5% | $7,234+133.3% |