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 | $120,379 | $153,772-21.7% | $133,980-10.2% | $273,961-56.1% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.1%-22.8pp | 83.0%-18.7pp |
| Annual return | 7.86% | 36.51%-28.7pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,586 | $6,029-73.7% | $5,211-69.6% | $4,869-67.4% |
| Participant deferral / active EE | $5,386 | $6,958-22.6% | $6,282-14.3% | $5,287+1.9% |
| Admin fee / account holder | $1,908 | $11,765-83.8% | $9,324-79.5% | $10,132-81.2% |