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 | $63,197 | $95,453-33.8% | $112,040-43.6% | $82,448-23.3% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 22.23% | 23.92%-1.7pp | 24.52%-2.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $921 | $2,318-60.2% | $2,954-68.8% | $2,551-63.9% |
| Participant deferral / active EE | $4,219 | $4,224-0.1% | $5,098-17.2% | $4,139+1.9% |
| Admin fee / account holder | $5,048 | $9,013-44.0% | $12,098-58.3% | $7,234-30.2% |