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 | $82,183 | $94,625-13.1% | $116,228-29.3% | $84,808-3.1% |
| Participation rate | 62.3% | 70.4%-8.2pp | 74.6%-12.3pp | 68.3%-6.0pp |
| Annual return | 13.09% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,663 | $2,347-29.1% | $2,994-44.5% | $2,631-36.8% |
| Participant deferral / active EE | $3,446 | $3,972-13.2% | $4,953-30.4% | $4,212-18.2% |
| Admin fee / account holder | $2,332 | $10,091-76.9% | $11,989-80.5% | $7,344-68.2% |