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 | $57,272 | $180,028-68.2% | $138,135-58.5% | $158,922-64.0% |
| Participation rate | 58.8% | 82.2%-23.4pp | 78.7%-19.9pp | 82.0%-23.1pp |
| Annual return | 6.74% | 21.68%-14.9pp | 20.51%-13.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,664 | $7,470-77.7% | $5,587-70.2% | $4,761-65.1% |
| Participant deferral / active EE | $3,377 | $7,717-56.2% | $6,431-47.5% | $5,982-43.5% |
| Admin fee / account holder | $10,535 | $17,912-41.2% | $11,856-11.1% | $11,246-6.3% |