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 | $59,867 | $78,422-23.7% | $95,952-37.6% | $79,858-25.0% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.8pp |
| Annual return | 10.58% | 19.37%-8.8pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,424 | $1,945-26.8% | $2,541-44.0% | $2,471-42.4% |
| Participant deferral / active EE | $2,520 | $3,440-26.7% | $4,167-39.5% | $3,740-32.6% |
| Admin fee / account holder | $5,888 | $5,622+4.7% | $6,795-13.4% | $5,306+11.0% |