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 | $87,834 | $95,803-8.3% | $113,168-22.4% | $84,808+3.6% |
| Participation rate | 48.2% | 72.9%-24.7pp | 76.6%-28.4pp | 68.3%-20.1pp |
| Annual return | 16.03% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,898 | $2,360-19.6% | $2,975-36.2% | $2,631-27.8% |
| Participant deferral / active EE | $2,511 | $4,242-40.8% | $5,107-50.8% | $4,212-40.4% |
| Admin fee / account holder | $4,160 | $8,989-53.7% | $12,068-65.5% | $7,344-43.4% |