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 | $80,497 | $80,968-0.6% | $96,544-16.6% | $75,163+7.1% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 13.28% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,109 | $2,282-51.4% | $2,965-62.6% | $2,670-58.5% |
| Participant deferral / active EE | $4,326 | $3,928+10.1% | $4,851-10.8% | $4,125+4.9% |
| Admin fee / account holder | $3,913 | $6,724-41.8% | $8,252-52.6% | $5,651-30.8% |