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 | $74,031 | $215,361-65.6% | $171,082-56.7% | $273,961-73.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 23.52% | 25.14%-1.6pp | 32.56%-9.0pp | 41.45%-17.9pp |
| Employer contribution / active EE | $3,743 | $4,967-24.6% | $4,002-6.5% | $4,869-23.1% |
| Participant deferral / active EE | $6,375 | $5,543+15.0% | $4,797+32.9% | $5,287+20.6% |
| Admin fee / account holder | $3,461 | $10,846-68.1% | $8,520-59.4% | $10,132-65.8% |