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 | $60,978 | $72,277-15.6% | $101,248-39.8% | $79,858-23.6% |
| Participation rate | 22.4% | 68.5%-46.0pp | 75.8%-53.4pp | 69.6%-47.2pp |
| Annual return | 26.70% | 22.30%+4.4pp | 46.47%-19.8pp | 31.71%-5.0pp |
| Employer contribution / active EE | $7,342 | $2,692+172.8% | $3,660+100.6% | $2,471+197.2% |
| Participant deferral / active EE | $4,129 | $3,282+25.8% | $4,370-5.5% | $3,740+10.4% |
| Admin fee / account holder | $1,664 | $4,400-62.2% | $5,945-72.0% | $5,306-68.6% |