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 | $64,480 | $83,477-22.8% | $125,175-48.5% | $72,985-11.7% |
| Participation rate | 66.2% | 73.3%-7.1pp | 79.8%-13.6pp | 69.5%-3.3pp |
| Annual return | 17.07% | 25.78%-8.7pp | 43.79%-26.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,248 | $2,345-46.8% | $3,865-67.7% | $2,440-48.9% |
| Participant deferral / active EE | $3,183 | $3,585-11.2% | $4,937-35.5% | $3,607-11.8% |
| Admin fee / account holder | $4,922 | $5,517-10.8% | $9,702-49.3% | $5,124-4.0% |