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 | $67,501 | $148,978-54.7% | $200,582-66.3% | $84,808-20.4% |
| Participation rate | 65.5% | 84.2%-18.7pp | 86.9%-21.4pp | 68.3%-2.8pp |
| Annual return | 14.98% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,583 | $4,815-46.4% | $6,419-59.8% | $2,631-1.8% |
| Participant deferral / active EE | $3,884 | $7,142-45.6% | $9,331-58.4% | $4,212-7.8% |
| Admin fee / account holder | $2,099 | $13,977-85.0% | $16,305-87.1% | $7,344-71.4% |