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 | $60,099 | $62,573-4.0% | $85,682-29.9% | $85,850-30.0% |
| Participation rate | 41.5% | 61.1%-19.7pp | 69.9%-28.4pp | 69.3%-27.9pp |
| Annual return | 16.45% | 23.77%-7.3pp | 21.49%-5.0pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,565 | $1,757-10.9% | $2,618-40.2% | $2,565-39.0% |
| Participant deferral / active EE | $2,578 | $2,802-8.0% | $3,923-34.3% | $3,952-34.8% |
| Admin fee / account holder | $4,733 | $4,640+2.0% | $6,873-31.1% | $6,260-24.4% |