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 | $71,988 | $76,367-5.7% | $93,606-23.1% | $72,985-1.4% |
| Participation rate | 55.0% | 71.7%-16.7pp | 75.8%-20.8pp | 69.5%-14.5pp |
| Annual return | 23.88% | 25.82%-1.9pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,487 | $2,275-34.7% | $2,718-45.3% | $2,440-39.1% |
| Participant deferral / active EE | $3,133 | $3,538-11.5% | $4,069-23.0% | $3,607-13.2% |
| Admin fee / account holder | $958 | $6,838-86.0% | $7,888-87.9% | $5,124-81.3% |