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 | $80,170 | $106,749-24.9% | $145,433-44.9% | $82,448-2.8% |
| Participation rate | 61.1% | 75.6%-14.5pp | 82.1%-21.0pp | 68.1%-7.0pp |
| Annual return | 16.90% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,360 | $3,444-31.5% | $4,554-48.2% | $2,551-7.5% |
| Participant deferral / active EE | $5,995 | $6,519-8.0% | $7,897-24.1% | $4,139+44.8% |
| Admin fee / account holder | $13,374 | $8,390+59.4% | $13,129+1.9% | $7,234+84.9% |