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 | $74,903 | $61,272+22.2% | $149,673-50.0% | $71,457+4.8% |
| Participation rate | 53.5% | 62.5%-9.0pp | 78.8%-25.3pp | 67.9%-14.5pp |
| Annual return | 19.00% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,730 | $2,378-27.3% | $4,818-64.1% | $2,588-33.2% |
| Participant deferral / active EE | $3,464 | $2,917+18.7% | $5,680-39.0% | $4,289-19.2% |
| Admin fee / account holder | $1,311 | $1,261+4.0% | $13,210-90.1% | $1,587-17.4% |