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 | $65,844 | $80,968-18.7% | $96,544-31.8% | $75,163-12.4% |
| Participation rate | 62.0% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.2pp |
| Annual return | 17.37% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,360 | $2,282-40.4% | $2,965-54.1% | $2,670-49.1% |
| Participant deferral / active EE | $3,151 | $3,928-19.8% | $4,851-35.0% | $4,125-23.6% |
| Admin fee / account holder | $6,110 | $6,724-9.1% | $8,252-26.0% | $5,651+8.1% |