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 | $62,056 | $85,022-27.0% | $70,515-12.0% | $139,434-55.5% |
| Participation rate | 68.2% | 73.9%-5.7pp | 68.3%-0.2pp | 80.3%-12.1pp |
| Annual return | 16.60% | 30.38%-13.8pp | 32.77%-16.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,608 | $3,909-7.7% | $2,973+21.3% | $4,751-24.1% |
| Participant deferral / active EE | $8,139 | $5,890+38.2% | $4,567+78.2% | $6,710+21.3% |
| Admin fee / account holder | $8,299 | $8,906-6.8% | $6,412+29.4% | $11,403-27.2% |