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 | $56,499 | $95,803-41.0% | $113,168-50.1% | $84,808-33.4% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 14.58% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,619 | $2,360-31.4% | $2,975-45.6% | $2,631-38.5% |
| Participant deferral / active EE | $2,859 | $4,242-32.6% | $5,107-44.0% | $4,212-32.1% |
| Admin fee / account holder | $2,452 | $8,989-72.7% | $12,068-79.7% | $7,344-66.6% |