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 | $58,271 | $80,717-27.8% | $154,803-62.4% | $84,808-31.3% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 16.19% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,398 | $2,761-49.4% | $4,305-67.5% | $2,631-46.8% |
| Participant deferral / active EE | $1,818 | $3,303-45.0% | $5,540-67.2% | $4,212-56.8% |
| Admin fee / account holder | $8,077 | $6,746+19.7% | $14,329-43.6% | $7,344+10.0% |