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 | $71,646 | $81,248-11.8% | $155,509-53.9% | $80,856-11.4% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 19.59% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,199 | $3,100-61.3% | $4,672-74.3% | $2,755-56.5% |
| Participant deferral / active EE | $3,950 | $3,452+14.4% | $5,626-29.8% | $4,296-8.0% |
| Admin fee / account holder | $2,603 | $7,997-67.5% | $15,912-83.6% | $6,918-62.4% |