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 | $71,058 | $52,580+35.1% | $71,671-0.9% | $70,131+1.3% |
| Participation rate | 45.3% | 60.9%-15.6pp | 68.7%-23.4pp | 69.5%-24.2pp |
| Annual return | 13.36% | 20.25%-6.9pp | 20.65%-7.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,107 | $1,616-31.5% | $2,460-55.0% | $2,342-52.7% |
| Participant deferral / active EE | $2,001 | $2,386-16.1% | $3,438-41.8% | $3,332-39.9% |
| Admin fee / account holder | $3,698 | $3,653+1.2% | $5,558-33.5% | $4,645-20.4% |