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 | $60,117 | $73,933-18.7% | $96,683-37.8% | $75,163-20.0% |
| Participation rate | 56.6% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.6pp |
| Annual return | 15.09% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,958 | $2,928-33.1% | $3,737-47.6% | $2,670-26.7% |
| Participant deferral / active EE | $3,254 | $3,659-11.1% | $4,878-33.3% | $4,125-21.1% |
| Admin fee / account holder | $4,983 | $5,216-4.5% | $6,730-25.9% | $5,651-11.8% |