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 | $69,977 | $81,460-14.1% | $103,333-32.3% | $80,856-13.5% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 14.60% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,720 | $3,105-44.6% | $3,868-55.5% | $2,755-37.5% |
| Participant deferral / active EE | $3,442 | $3,869-11.0% | $5,057-31.9% | $4,296-19.9% |
| Admin fee / account holder | $6,592 | $6,566+0.4% | $8,355-21.1% | $6,918-4.7% |