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 | $59,643 | $77,419-23.0% | $69,455-14.1% | $152,861-61.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 20.36% | 39.06%-18.7pp | 28.97%-8.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,282 | $3,315-31.2% | $2,779-17.9% | $4,762-52.1% |
| Participant deferral / active EE | $6,438 | $4,414+45.9% | $3,535+82.1% | $5,850+10.1% |
| Admin fee / account holder | $9,810 | $6,207+58.1% | $3,839+155.5% | $11,596-15.4% |