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 | $57,394 | $76,552-25.0% | $123,892-53.7% | $62,891-8.7% |
| Participation rate | 66.0% | 73.0%-6.9pp | 81.4%-15.4pp | 69.3%-3.3pp |
| Annual return | 6.03% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,265 | $2,883-21.4% | $4,617-50.9% | $2,281-0.7% |
| Participant deferral / active EE | $5,849 | $4,840+20.9% | $5,984-2.3% | $3,203+82.6% |
| Admin fee / account holder | $7,113 | $4,826+47.4% | $8,357-14.9% | $4,296+65.6% |