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 | $76,196 | $95,266-20.0% | $82,389-7.5% | $142,382-46.5% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.5%-1.4pp | 80.1%-11.9pp |
| Annual return | 14.70% | 25.74%-11.0pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,475 | $2,991-50.7% | $2,517-41.4% | $4,299-65.7% |
| Participant deferral / active EE | $7,010 | $4,809+45.8% | $4,155+68.7% | $6,507+7.7% |
| Admin fee / account holder | $1,026 | $8,563-88.0% | $7,231-85.8% | $12,624-91.9% |