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 | $88,657 | $95,803-7.5% | $113,168-21.7% | $84,808+4.5% |
| Participation rate | 43.7% | 72.9%-29.2pp | 76.6%-32.9pp | 68.3%-24.6pp |
| Annual return | 17.74% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,607 | $2,360-31.9% | $2,975-46.0% | $2,631-38.9% |
| Participant deferral / active EE | $3,066 | $4,242-27.7% | $5,107-40.0% | $4,212-27.2% |
| Admin fee / account holder | $822 | $8,989-90.9% | $12,068-93.2% | $7,344-88.8% |