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 | $60,266 | $109,413-44.9% | $156,263-61.4% | $84,808-28.9% |
| Participation rate | 36.4% | 72.7%-36.3pp | 78.9%-42.5pp | 68.3%-31.9pp |
| Annual return | 25.87% | 20.18%+5.7pp | 59.47%-33.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,559 | $2,907-46.4% | $4,333-64.0% | $2,631-40.8% |
| Participant deferral / active EE | $3,659 | $4,590-20.3% | $6,158-40.6% | $4,212-13.1% |
| Admin fee / account holder | $9,256 | $9,357-1.1% | $14,255-35.1% | $7,344+26.0% |