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 | $109,881-27.0% | $150,045-46.6% | $84,808-5.5% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,360 | $3,561-33.7% | $4,693-49.7% | $2,631-10.3% |
| Participant deferral / active EE | $5,995 | $6,636-9.7% | $7,997-25.0% | $4,212+42.4% |
| Admin fee / account holder | $13,374 | $8,568+56.1% | $13,435-0.4% | $7,344+82.1% |