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 | $64,222 | $148,978-56.9% | $200,582-68.0% | $84,808-24.3% |
| Participation rate | 69.0% | 84.2%-15.3pp | 86.9%-17.9pp | 68.3%+0.7pp |
| Annual return | 17.59% | 28.16%-10.6pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,469 | $4,815-48.7% | $6,419-61.5% | $2,631-6.1% |
| Participant deferral / active EE | $5,163 | $7,142-27.7% | $9,331-44.7% | $4,212+22.6% |
| Admin fee / account holder | $1,604 | $13,977-88.5% | $16,305-90.2% | $7,344-78.2% |