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 | $69,977 | $93,571-25.2% | $135,903-48.5% | $75,163-6.9% |
| Participation rate | 68.5% | 75.2%-6.7pp | 81.9%-13.4pp | 67.2%+1.3pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,221 | $3,537-37.2% | $4,856-54.3% | $2,670-16.8% |
| Participant deferral / active EE | $5,191 | $6,404-18.9% | $7,758-33.1% | $4,125+25.8% |
| Admin fee / account holder | $1,950 | $6,975-72.0% | $10,762-81.9% | $5,651-65.5% |