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 | $50,125 | $183,540-72.7% | $92,893-46.0% | - |
| Participation rate | 68.7% | 69.1%-0.5pp | 76.0%-7.3pp | - |
| Annual return | 23.97% | 7.80%+16.2pp | 109.41%-85.4pp | - |
| Employer contribution / active EE | $2,215 | $2,217-0.1% | $3,653-39.4% | - |
| Participant deferral / active EE | $2,983 | $3,031-1.6% | $4,236-29.6% | - |
| Admin fee / account holder | $5,330 | $9,074-41.3% | $5,794-8.0% | - |