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 | $37,871 | $39,122-3.2% | $57,179-33.8% | $62,891-39.8% |
| Participation rate | 58.6% | 70.5%-11.9pp | 75.3%-16.7pp | 69.3%-10.7pp |
| Annual return | 10.91% | 9.23%+1.7pp | 14.59%-3.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,015 | $1,874+7.5% | $2,682-24.9% | $2,281-11.7% |
| Participant deferral / active EE | $5,435 | $2,374+128.9% | $3,096+75.5% | $3,203+69.7% |
| Admin fee / account holder | $3,974 | $2,592+53.3% | $3,139+26.6% | $4,296-7.5% |