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 | $73,207 | $81,248-9.9% | $155,509-52.9% | $80,856-9.5% |
| Participation rate | 32.7% | 66.2%-33.6pp | 78.2%-45.5pp | 67.6%-35.0pp |
| Annual return | 18.38% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $710 | $3,100-77.1% | $4,672-84.8% | $2,755-74.2% |
| Participant deferral / active EE | $1,585 | $3,452-54.1% | $5,626-71.8% | $4,296-63.1% |
| Admin fee / account holder | $13,048 | $7,997+63.2% | $15,912-18.0% | $6,918+88.6% |