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 | $75,530 | $99,341-24.0% | $84,750-10.9% | $273,961-72.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 8.04% | 22.93%-14.9pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,945 | $4,214-53.8% | $3,574-45.6% | $4,869-60.0% |
| Participant deferral / active EE | $7,775 | $4,269+82.1% | $3,712+109.5% | $5,287+47.1% |
| Admin fee / account holder | $3,258 | $6,644-51.0% | $5,332-38.9% | $10,132-67.8% |