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 | $76,466 | $95,803-20.2% | $113,168-32.4% | $84,808-9.8% |
| Participation rate | 61.8% | 72.9%-11.1pp | 76.6%-14.8pp | 68.3%-6.5pp |
| Annual return | 14.95% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,853 | $2,360+20.9% | $2,975-4.1% | $2,631+8.4% |
| Participant deferral / active EE | $4,576 | $4,242+7.9% | $5,107-10.4% | $4,212+8.7% |
| Admin fee / account holder | $1,087 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |