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 | $75,064 | $78,422-4.3% | $95,952-21.8% | $79,858-6.0% |
| Participation rate | 45.5% | 73.5%-28.0pp | 77.1%-31.6pp | 69.6%-24.2pp |
| Annual return | 21.58% | 19.37%+2.2pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,047 | $1,945-46.2% | $2,541-58.8% | $2,471-57.6% |
| Participant deferral / active EE | $2,014 | $3,440-41.5% | $4,167-51.7% | $3,740-46.2% |
| Admin fee / account holder | $3,288 | $5,622-41.5% | $6,795-51.6% | $5,306-38.0% |