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 | $53,302 | $56,897-6.3% | $84,750-37.1% | $62,891-15.2% |
| Participation rate | 60.7% | 68.5%-7.8pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 11.83% | 6.30%+5.5pp | 22.78%-11.0pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,179 | $2,400-9.2% | $3,574-39.0% | $2,281-4.4% |
| Participant deferral / active EE | $6,388 | $2,709+135.8% | $3,712+72.1% | $3,203+99.5% |
| Admin fee / account holder | $1,972 | $3,581-44.9% | $5,332-63.0% | $4,296-54.1% |