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 | $70,592 | $81,460-13.3% | $103,333-31.7% | $80,856-12.7% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 16.82% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,362 | $3,105-56.1% | $3,868-64.8% | $2,755-50.6% |
| Participant deferral / active EE | $3,160 | $3,869-18.3% | $5,057-37.5% | $4,296-26.5% |
| Admin fee / account holder | $5,276 | $6,566-19.7% | $8,355-36.9% | $6,918-23.7% |