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 | $56,089 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.8%-8.6pp | 69.6%-2.4pp |
| Annual return | 27.17% | 22.30%+4.9pp | 46.47%-19.3pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,759 | $2,692+2.5% | $3,660-24.6% | $2,471+11.7% |
| Participant deferral / active EE | $3,591 | $3,282+9.4% | $4,370-17.8% | $3,740-4.0% |
| Admin fee / account holder | $2,254 | $4,400-48.8% | $5,945-62.1% | $5,306-57.5% |