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 | $68,850 | $87,870-21.6% | $113,168-39.2% | $74,304-7.3% |
| Participation rate | 63.2% | 70.7%-7.5pp | 76.6%-13.4pp | 60.3%+2.9pp |
| Annual return | 17.94% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,956 | $2,277-14.1% | $2,975-34.2% | $2,241-12.7% |
| Participant deferral / active EE | $4,221 | $4,241-0.5% | $5,107-17.3% | $3,767+12.0% |
| Admin fee / account holder | $920 | $3,368-72.7% | $12,068-92.4% | $2,969-69.0% |