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 | $56,699 | $72,277-21.6% | $101,248-44.0% | $79,858-29.0% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.3pp |
| Annual return | 17.51% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,404 | $2,692-10.7% | $3,660-34.3% | $2,471-2.7% |
| Participant deferral / active EE | $3,907 | $3,282+19.0% | $4,370-10.6% | $3,740+4.5% |
| Admin fee / account holder | $7,193 | $4,400+63.5% | $5,945+21.0% | $5,306+35.6% |