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 | $78,124 | $95,453-18.2% | $112,040-30.3% | $82,448-5.2% |
| Participation rate | 56.5% | 72.8%-16.2pp | 76.5%-20.0pp | 68.1%-11.5pp |
| Annual return | 16.86% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,292 | $2,318-44.3% | $2,954-56.3% | $2,551-49.4% |
| Participant deferral / active EE | $3,929 | $4,224-7.0% | $5,098-22.9% | $4,139-5.1% |
| Admin fee / account holder | $2,370 | $9,013-73.7% | $12,098-80.4% | $7,234-67.2% |