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 | $73,733 | $153,772-52.1% | $133,980-45.0% | $273,961-73.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 9.46% | 36.51%-27.1pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,892 | $6,029-52.0% | $5,211-44.5% | $4,869-40.6% |
| Participant deferral / active EE | $3,570 | $6,958-48.7% | $6,282-43.2% | $5,287-32.5% |
| Admin fee / account holder | $375 | $11,765-96.8% | $9,324-96.0% | $10,132-96.3% |