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 | $55,779 | $95,803-41.8% | $113,168-50.7% | $84,808-34.2% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 18.32% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,533 | $2,360+49.7% | $2,975+18.7% | $2,631+34.3% |
| Participant deferral / active EE | $8,207 | $4,242+93.5% | $5,107+60.7% | $4,212+94.9% |
| Admin fee / account holder | $1,671 | $8,989-81.4% | $12,068-86.2% | $7,344-77.2% |