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 | $69,160 | $95,803-27.8% | $113,168-38.9% | $84,808-18.5% |
| Participation rate | 58.6% | 72.9%-14.2pp | 76.6%-17.9pp | 68.3%-9.7pp |
| Annual return | 14.01% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,010 | $2,360-14.8% | $2,975-32.5% | $2,631-23.6% |
| Participant deferral / active EE | $4,241 | $4,2420% | $5,107-16.9% | $4,212+0.7% |
| Admin fee / account holder | $2,180 | $8,989-75.8% | $12,068-81.9% | $7,344-70.3% |