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 | $63,847 | $80,968-21.1% | $96,544-33.9% | $75,163-15.1% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 17.56% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,377 | $2,282+4.2% | $2,965-19.8% | $2,670-11.0% |
| Participant deferral / active EE | $3,941 | $3,928+0.3% | $4,851-18.8% | $4,125-4.5% |
| Admin fee / account holder | $6,094 | $6,724-9.4% | $8,252-26.2% | $5,651+7.8% |