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 | $83,864 | $109,881-23.7% | $150,045-44.1% | $84,808-1.1% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,693-63.8% | $2,631-35.4% |
| Participant deferral / active EE | $4,892 | $6,636-26.3% | $7,997-38.8% | $4,212+16.1% |
| Admin fee / account holder | $531 | $8,568-93.8% | $13,435-96.1% | $7,344-92.8% |