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 | $47,758 | $56,897-16.1% | $84,750-43.6% | $62,891-24.1% |
| Participation rate | 49.3% | 68.5%-19.3pp | 76.6%-27.3pp | 69.3%-20.1pp |
| Annual return | 15.10% | 6.30%+8.8pp | 22.78%-7.7pp | 20.14%-5.0pp |
| Employer contribution / active EE | $2,140 | $2,400-10.8% | $3,574-40.1% | $2,281-6.2% |
| Participant deferral / active EE | $4,655 | $2,709+71.8% | $3,712+25.4% | $3,203+45.3% |
| Admin fee / account holder | $6,525 | $3,581+82.2% | $5,332+22.4% | $4,296+51.9% |