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 | $63,960 | $124,425-48.6% | $112,040-42.9% | $137,256-53.4% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 14.35% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,173 | $3,411-65.6% | $2,954-60.3% | $4,156-71.8% |
| Participant deferral / active EE | $2,366 | $5,718-58.6% | $5,098-53.6% | $6,407-63.1% |
| Admin fee / account holder | $1,919 | $15,207-87.4% | $12,098-84.1% | $12,270-84.4% |