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 | $53,077 | $93,571-43.3% | $135,903-60.9% | $75,163-29.4% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 26.12% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,523 | $3,537-56.9% | $4,856-68.6% | $2,670-43.0% |
| Participant deferral / active EE | $3,881 | $6,404-39.4% | $7,758-50.0% | $4,125-5.9% |
| Admin fee / account holder | $2,504 | $6,975-64.1% | $10,762-76.7% | $5,651-55.7% |