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 | $77,828 | $87,733-11.3% | $106,548-27.0% | $85,850-9.3% |
| Participation rate | 63.4% | 71.9%-8.5pp | 76.1%-12.7pp | 69.3%-5.9pp |
| Annual return | 13.80% | 21.86%-8.1pp | 26.80%-13.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,294 | $2,073-37.6% | $2,819-54.1% | $2,565-49.5% |
| Participant deferral / active EE | $2,905 | $3,469-16.3% | $4,398-33.9% | $3,952-26.5% |
| Admin fee / account holder | $1,321 | $6,767-80.5% | $7,407-82.2% | $6,260-78.9% |