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 | $83,194 | $80,717+3.1% | $154,803-46.3% | $84,808-1.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 14.43% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,739 | $2,761-37.0% | $4,305-59.6% | $2,631-33.9% |
| Participant deferral / active EE | $4,126 | $3,303+24.9% | $5,540-25.5% | $4,212-2.0% |
| Admin fee / account holder | $36,662 | $6,746+443.5% | $14,329+155.9% | $7,344+399.2% |