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 | $59,130 | $80,968-27.0% | $96,544-38.8% | $75,163-21.3% |
| Participation rate | 67.6% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 16.18% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,920 | $2,282+28.0% | $2,965-1.5% | $2,670+9.4% |
| Participant deferral / active EE | $5,689 | $3,928+44.8% | $4,851+17.3% | $4,125+37.9% |
| Admin fee / account holder | $2,175 | $6,724-67.7% | $8,252-73.6% | $5,651-61.5% |