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 | $19,084 | $96,557-80.2% | $80,975-76.4% | $273,961-93.0% |
| Participation rate | 54.5% | 79.1%-24.5pp | 75.8%-21.3pp | 83.0%-28.5pp |
| Annual return | 20.15% | 15.14%+5.0pp | 17.10%+3.0pp | 41.45%-21.3pp |
| Employer contribution / active EE | $2,516 | $4,868-48.3% | $3,714-32.3% | $4,869-48.3% |
| Participant deferral / active EE | $9,171 | $6,598+39.0% | $5,696+61.0% | $5,287+73.5% |
| Admin fee / account holder | $2,647 | $7,492-64.7% | $5,516-52.0% | $10,132-73.9% |