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 | $78,388 | $93,071-15.8% | $74,583+5.1% | $273,961-71.4% |
| Participation rate | 57.9% | 74.9%-17.1pp | 68.1%-10.2pp | 83.0%-25.1pp |
| Annual return | 4.79% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,441 | $3,160-54.4% | $2,525-42.9% | $4,869-70.4% |
| Participant deferral / active EE | $3,438 | $4,160-17.3% | $3,458-0.6% | $5,287-35.0% |
| Admin fee / account holder | $7,300 | $5,272+38.4% | $4,138+76.4% | $10,132-28.0% |