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 | $58,656 | $93,571-37.3% | $135,903-56.8% | $75,163-22.0% |
| Participation rate | 61.2% | 75.2%-14.0pp | 81.9%-20.7pp | 67.2%-6.0pp |
| Annual return | 22.53% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $5,544 | $3,537+56.8% | $4,856+14.2% | $2,670+107.6% |
| Participant deferral / active EE | $5,366 | $6,404-16.2% | $7,758-30.8% | $4,125+30.1% |
| Admin fee / account holder | $3,244 | $6,975-53.5% | $10,762-69.9% | $5,651-42.6% |