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 | $78,397 | $101,724-22.9% | $164,813-52.4% | $80,856-3.0% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 13.69% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,101 | $2,953-28.9% | $4,341-51.6% | $2,755-23.7% |
| Participant deferral / active EE | $5,452 | $4,477+21.8% | $6,031-9.6% | $4,296+26.9% |
| Admin fee / account holder | $832 | $8,227-89.9% | $12,690-93.4% | $6,918-88.0% |