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 | $63,030 | $78,926-20.1% | $136,749-53.9% | $84,808-25.7% |
| Participation rate | 48.7% | 62.2%-13.5pp | 72.1%-23.4pp | 68.3%-19.6pp |
| Annual return | 15.26% | 18.17%-2.9pp | 24.33%-9.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,185 | $2,134-44.5% | $3,400-65.2% | $2,631-55.0% |
| Participant deferral / active EE | $2,322 | $3,168-26.7% | $4,692-50.5% | $4,212-44.9% |
| Admin fee / account holder | $2,175 | $6,369-65.8% | $11,386-80.9% | $7,344-70.4% |