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 | $56,200 | $99,985-43.8% | $146,665-61.7% | $85,850-34.5% |
| Participation rate | 64.0% | 73.1%-9.1pp | 80.1%-16.1pp | 69.3%-5.3pp |
| Annual return | 15.90% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,487 | $2,559-41.9% | $4,136-64.1% | $2,565-42.0% |
| Participant deferral / active EE | $3,271 | $4,006-18.4% | $5,506-40.6% | $3,952-17.2% |
| Admin fee / account holder | $6,118 | $7,702-20.6% | $10,280-40.5% | $6,260-2.3% |