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 | $64,578 | $81,446-20.7% | $103,374-37.5% | $80,874-20.2% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 13.97% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,438 | $3,107-21.5% | $3,869-37.0% | $2,756-11.5% |
| Participant deferral / active EE | $4,235 | $3,870+9.4% | $5,058-16.3% | $4,297-1.4% |
| Admin fee / account holder | $5,005 | $6,715-25.5% | $8,394-40.4% | $6,935-27.8% |