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 | $83,356 | $99,341-16.1% | $84,750-1.6% | $273,961-69.6% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 5.01% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,354 | $4,214-67.9% | $3,574-62.1% | $4,869-72.2% |
| Participant deferral / active EE | $5,813 | $4,269+36.2% | $3,712+56.6% | $5,287+10.0% |
| Admin fee / account holder | $8,457 | $6,644+27.3% | $5,332+58.6% | $10,132-16.5% |