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 | $66,737 | $71,516-6.7% | $98,439-32.2% | $71,457-6.6% |
| Participation rate | 58.8% | 72.7%-13.9pp | 75.2%-16.4pp | 67.9%-9.1pp |
| Annual return | 23.30% | 32.41%-9.1pp | 21.16%+2.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,565 | $2,399-34.7% | $3,048-48.6% | $2,588-39.5% |
| Participant deferral / active EE | $3,687 | $4,109-10.3% | $4,738-22.2% | $4,289-14.0% |
| Admin fee / account holder | $1,981 | $1,675+18.3% | $8,948-77.9% | $1,587+24.8% |