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 | $70,647 | $93,071-24.1% | $74,583-5.3% | $273,961-74.2% |
| Participation rate | 63.6% | 74.9%-11.3pp | 68.1%-4.5pp | 83.0%-19.4pp |
| Annual return | 6.99% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,582 | $3,160-18.3% | $2,525+2.3% | $4,869-47.0% |
| Participant deferral / active EE | $4,644 | $4,160+11.6% | $3,458+34.3% | $5,287-12.2% |
| Admin fee / account holder | $977 | $5,272-81.5% | $4,138-76.4% | $10,132-90.4% |