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 | $44,958 | $153,772-70.8% | $133,980-66.4% | $273,961-83.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.98% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,917 | $6,029-1.9% | $5,211+13.5% | $4,869+21.5% |
| Participant deferral / active EE | $5,783 | $6,958-16.9% | $6,282-7.9% | $5,287+9.4% |
| Admin fee / account holder | $1,865 | $11,765-84.2% | $9,324-80.0% | $10,132-81.6% |