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 | $78,225 | $95,453-18.0% | $112,040-30.2% | $82,448-5.1% |
| Participation rate | 61.7% | 72.8%-11.1pp | 76.5%-14.8pp | 68.1%-6.4pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,814 | $2,318-21.7% | $2,954-38.6% | $2,551-28.9% |
| Participant deferral / active EE | $2,570 | $4,224-39.1% | $5,098-49.6% | $4,139-37.9% |
| Admin fee / account holder | $10,334 | $9,013+14.7% | $12,098-14.6% | $7,234+42.8% |