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 | $60,370 | $65,376-7.7% | $87,100-30.7% | $65,185-7.4% |
| Participation rate | 60.6% | 75.3%-14.8pp | 76.9%-16.3pp | 70.2%-9.6pp |
| Annual return | 23.01% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,386 | $1,822+30.9% | $2,521-5.4% | $2,177+9.6% |
| Participant deferral / active EE | $5,509 | $3,388+62.6% | $4,049+36.1% | $3,514+56.8% |
| Admin fee / account holder | $5,095 | $520+880.4% | $7,497-32.0% | $847+501.5% |