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 | $65,007 | $76,367-14.9% | $93,606-30.6% | $72,985-10.9% |
| Participation rate | 45.1% | 71.7%-26.6pp | 75.8%-30.7pp | 69.5%-24.4pp |
| Annual return | 20.89% | 25.82%-4.9pp | 32.76%-11.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,441 | $2,275-36.7% | $2,718-47.0% | $2,440-41.0% |
| Participant deferral / active EE | $2,145 | $3,538-39.4% | $4,069-47.3% | $3,607-40.5% |
| Admin fee / account holder | $2,192 | $6,838-67.9% | $7,888-72.2% | $5,124-57.2% |