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 | $62,794 | $77,899-19.4% | $149,673-58.0% | $75,163-16.5% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 20.97% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,736 | $3,137-44.7% | $4,818-64.0% | $2,670-35.0% |
| Participant deferral / active EE | $4,495 | $3,411+31.8% | $5,680-20.9% | $4,125+9.0% |
| Admin fee / account holder | $7,374 | $5,956+23.8% | $13,210-44.2% | $5,651+30.5% |