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 | $77,443 | $95,803-19.2% | $113,168-31.6% | $84,808-8.7% |
| Participation rate | 51.0% | 72.9%-21.9pp | 76.6%-25.6pp | 68.3%-17.3pp |
| Annual return | 15.49% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,940 | $2,360-17.8% | $2,975-34.8% | $2,631-26.3% |
| Participant deferral / active EE | $4,175 | $4,242-1.6% | $5,107-18.2% | $4,212-0.9% |
| Admin fee / account holder | $1,191 | $8,989-86.8% | $12,068-90.1% | $7,344-83.8% |