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 | $84,552 | $96,557-12.4% | $80,975+4.4% | $273,961-69.1% |
| Participation rate | 58.3% | 79.1%-20.8pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 13.52% | 15.14%-1.6pp | 17.10%-3.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,880 | $4,868-61.4% | $3,714-49.4% | $4,869-61.4% |
| Participant deferral / active EE | $3,999 | $6,598-39.4% | $5,696-29.8% | $5,287-24.4% |
| Admin fee / account holder | $549 | $7,492-92.7% | $5,516-90.0% | $10,132-94.6% |