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 | $84,644 | $86,286-1.9% | $111,297-23.9% | $85,850-1.4% |
| Participation rate | 62.1% | 73.3%-11.3pp | 77.3%-15.2pp | 69.3%-7.2pp |
| Annual return | 11.53% | 19.99%-8.5pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $584 | $2,043-71.4% | $2,731-78.6% | $2,565-77.2% |
| Participant deferral / active EE | $3,381 | $3,641-7.1% | $4,487-24.6% | $3,952-14.4% |
| Admin fee / account holder | $7,795 | $8,188-4.8% | $7,964-2.1% | $6,260+24.5% |