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 | $62,104 | $93,571-33.6% | $135,903-54.3% | $75,163-17.4% |
| Participation rate | 66.0% | 75.2%-9.1pp | 81.9%-15.9pp | 67.2%-1.2pp |
| Annual return | 37.27% | 30.90%+6.4pp | 68.23%-31.0pp | 160.62%-123.4pp |
| Employer contribution / active EE | $2,725 | $3,537-23.0% | $4,856-43.9% | $2,670+2.1% |
| Participant deferral / active EE | $5,255 | $6,404-17.9% | $7,758-32.3% | $4,125+27.4% |
| Admin fee / account holder | $6,376 | $6,975-8.6% | $10,762-40.8% | $5,651+12.8% |