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 | $126,909 | $181,894-30.2% | $156,549-18.9% | $273,961-53.7% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 5.89% | 30.74%-24.9pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,109 | $6,248-50.2% | $5,501-43.5% | $4,869-36.1% |
| Participant deferral / active EE | $3,769 | $5,550-32.1% | $4,871-22.6% | $5,287-28.7% |
| Admin fee / account holder | $479 | $15,559-96.9% | $13,027-96.3% | $10,132-95.3% |