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 | $69,352 | $83,477-16.9% | $125,175-44.6% | $72,985-5.0% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.5%-16.9pp |
| Annual return | 24.25% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,898 | $2,345-19.1% | $3,865-50.9% | $2,440-22.2% |
| Participant deferral / active EE | $4,425 | $3,585+23.4% | $4,937-10.4% | $3,607+22.7% |
| Admin fee / account holder | $1,317 | $5,517-76.1% | $9,702-86.4% | $5,124-74.3% |