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 | $58,687 | $70,475-16.7% | $100,516-41.6% | $79,858-26.5% |
| Participation rate | 68.8% | 73.7%-4.9pp | 79.4%-10.7pp | 69.6%-0.9pp |
| Annual return | 15.49% | 21.90%-6.4pp | 30.89%-15.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,162 | $2,165+46.1% | $3,418-7.5% | $2,471+28.0% |
| Participant deferral / active EE | $5,281 | $5,181+1.9% | $6,270-15.8% | $3,740+41.2% |
| Admin fee / account holder | $606 | $4,478-86.5% | $8,081-92.5% | $5,306-88.6% |