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 | $56,179 | $74,927-25.0% | $101,794-44.8% | $84,808-33.8% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.2%-10.9pp | 68.3%-10.0pp |
| Annual return | 16.58% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,635 | $1,522+73.2% | $2,289+15.1% | $2,631+0.2% |
| Participant deferral / active EE | $5,949 | $3,099+91.9% | $4,084+45.7% | $4,212+41.2% |
| Admin fee / account holder | $4,040 | $6,514-38.0% | $8,777-54.0% | $7,344-45.0% |