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 | $68,415 | $99,341-31.1% | $84,750-19.3% | $273,961-75.0% |
| Participation rate | 69.6% | 80.7%-11.1pp | 76.6%-7.0pp | 83.0%-13.5pp |
| Annual return | 5.95% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,658 | $4,214-60.6% | $3,574-53.6% | $4,869-65.9% |
| Participant deferral / active EE | $2,980 | $4,269-30.2% | $3,712-19.7% | $5,287-43.6% |
| Admin fee / account holder | $5,950 | $6,644-10.5% | $5,332+11.6% | $10,132-41.3% |