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 | $73,645 | $84,556-12.9% | $116,228-36.6% | $74,304-0.9% |
| Participation rate | 51.4% | 66.0%-14.7pp | 74.6%-23.2pp | 60.3%-9.0pp |
| Annual return | 14.15% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,884 | $2,168-13.1% | $2,994-37.1% | $2,241-16.0% |
| Participant deferral / active EE | $3,168 | $3,814-16.9% | $4,953-36.0% | $3,767-15.9% |
| Admin fee / account holder | $3,503 | $3,792-7.6% | $11,989-70.8% | $2,969+18.0% |