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 | $62,750 | $94,625-33.7% | $116,228-46.0% | $84,808-26.0% |
| Participation rate | 67.7% | 70.4%-2.7pp | 74.6%-6.8pp | 68.3%-0.6pp |
| Annual return | 15.77% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,159 | $2,347-50.6% | $2,994-61.3% | $2,631-55.9% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $4,953-50.6% | $4,212-42.0% |
| Admin fee / account holder | $4,806 | $10,091-52.4% | $11,989-59.9% | $7,344-34.6% |