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 | $80,967 | $60,892+33.0% | $82,389-1.7% | $84,808-4.5% |
| Participation rate | 40.8% | 63.3%-22.5pp | 69.5%-28.8pp | 68.3%-27.5pp |
| Annual return | 15.17% | 37.29%-22.1pp | 28.67%-13.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,103 | $1,779-38.0% | $2,517-56.2% | $2,631-58.1% |
| Participant deferral / active EE | $2,436 | $3,179-23.4% | $4,155-41.4% | $4,212-42.2% |
| Admin fee / account holder | $1,401 | $5,467-74.4% | $7,231-80.6% | $7,344-80.9% |