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 | $64,043 | $136,307-53.0% | $106,619-39.9% | $273,961-76.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 6.71% | 11.05%-4.3pp | 9.42%-2.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,715 | $5,190-67.0% | $3,947-56.6% | $4,869-64.8% |
| Participant deferral / active EE | $3,757 | $4,969-24.4% | $3,930-4.4% | $5,287-28.9% |
| Admin fee / account holder | $1,028 | $8,625-88.1% | $6,418-84.0% | $10,132-89.9% |