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 | $69,949 | $88,707-21.1% | $74,183-5.7% | $273,961-74.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 7.59% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,143 | $3,159-63.8% | $2,370-51.8% | $4,869-76.5% |
| Participant deferral / active EE | $3,171 | $4,212-24.7% | $3,550-10.7% | $5,287-40.0% |
| Admin fee / account holder | $1,626 | $8,717-81.3% | $5,586-70.9% | $10,132-83.9% |