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 | $74,189 | $87,870-15.6% | $113,168-34.4% | $74,304-0.2% |
| Participation rate | 45.2% | 70.7%-25.6pp | 76.6%-31.4pp | 60.3%-15.2pp |
| Annual return | 16.76% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,319 | $2,277-42.1% | $2,975-55.7% | $2,241-41.2% |
| Participant deferral / active EE | $2,755 | $4,241-35.0% | $5,107-46.0% | $3,767-26.9% |
| Admin fee / account holder | $4,963 | $3,368+47.4% | $12,068-58.9% | $2,969+67.2% |