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 | $79,615 | $59,839+33.0% | $81,983-2.9% | $79,858-0.3% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.2%-21.1pp | 69.6%-21.5pp |
| Annual return | 13.01% | 17.56%-4.5pp | 41.31%-28.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $458 | $1,713-73.3% | $2,498-81.7% | $2,471-81.5% |
| Participant deferral / active EE | $2,204 | $2,695-18.2% | $3,722-40.8% | $3,740-41.1% |
| Admin fee / account holder | $1,600 | $4,287-62.7% | $5,664-71.7% | $5,306-69.8% |