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 | $70,941 | $92,798-23.6% | $96,707-26.6% | $137,256-48.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 80.4%-17.9pp | 80.0%-17.5pp |
| Annual return | 19.11% | 31.24%-12.1pp | 34.78%-15.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,164 | $4,147-23.7% | $4,191-24.5% | $4,156-23.9% |
| Participant deferral / active EE | $4,458 | $5,877-24.1% | $5,997-25.7% | $6,407-30.4% |
| Admin fee / account holder | $4,197 | $7,946-47.2% | $7,503-44.1% | $12,270-65.8% |