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 | $50,050 | $86,891-42.4% | $142,449-64.9% | $75,163-33.4% |
| Participation rate | 69.0% | 68.5%+0.5pp | 76.8%-7.8pp | 67.2%+1.8pp |
| Annual return | 17.50% | 23.31%-5.8pp | 19.99%-2.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,373 | $3,355+0.5% | $4,847-30.4% | $2,670+26.3% |
| Participant deferral / active EE | $5,928 | $4,938+20.1% | $6,283-5.7% | $4,125+43.7% |
| Admin fee / account holder | $10,680 | $7,299+46.3% | $10,011+6.7% | $5,651+89.0% |