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 | $71,904 | $100,923-28.8% | $150,045-52.1% | $74,304-3.2% |
| Participation rate | 57.5% | 70.1%-12.5pp | 82.3%-24.8pp | 60.3%-2.8pp |
| Annual return | 19.40% | 51.77%-32.4pp | 62.55%-43.2pp | 29.43%-10.0pp |
| Employer contribution / active EE | $4,279 | $3,463+23.5% | $4,693-8.8% | $2,241+90.9% |
| Participant deferral / active EE | $2,390 | $6,709-64.4% | $7,997-70.1% | $3,767-36.6% |
| Admin fee / account holder | $5,802 | $2,767+109.7% | $13,435-56.8% | $2,969+95.4% |