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 | $56,745 | $96,557-41.2% | $80,975-29.9% | $273,961-79.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.63% | 15.14%-10.5pp | 17.10%-12.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,388 | $4,868-71.5% | $3,714-62.6% | $4,869-71.5% |
| Participant deferral / active EE | $3,915 | $6,598-40.7% | $5,696-31.3% | $5,287-25.9% |
| Admin fee / account holder | $4,924 | $7,492-34.3% | $5,516-10.7% | $10,132-51.4% |