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 | $72,901 | $81,460-10.5% | $103,333-29.5% | $80,856-9.8% |
| Participation rate | 56.6% | 66.8%-10.3pp | 74.5%-17.9pp | 67.6%-11.1pp |
| Annual return | 20.06% | 25.55%-5.5pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,268 | $3,105-27.0% | $3,868-41.4% | $2,755-17.7% |
| Participant deferral / active EE | $4,848 | $3,869+25.3% | $5,057-4.2% | $4,296+12.8% |
| Admin fee / account holder | $1,381 | $6,566-79.0% | $8,355-83.5% | $6,918-80.0% |