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 | $63,736 | $72,277-11.8% | $101,248-37.0% | $79,858-20.2% |
| Participation rate | 63.8% | 68.5%-4.6pp | 75.8%-12.0pp | 69.6%-5.8pp |
| Annual return | 20.43% | 22.30%-1.9pp | 46.47%-26.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,190 | $2,692-55.8% | $3,660-67.5% | $2,471-51.8% |
| Participant deferral / active EE | $3,141 | $3,282-4.3% | $4,370-28.1% | $3,740-16.0% |
| Admin fee / account holder | $2,151 | $4,400-51.1% | $5,945-63.8% | $5,306-59.5% |