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 | $65,817 | $138,385-52.4% | $184,200-64.3% | $80,874-18.6% |
| Participation rate | 67.8% | 83.9%-16.1pp | 86.8%-19.1pp | 67.6%+0.1pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.80%-16.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,232 | $4,849-54.0% | $6,424-65.2% | $2,756-19.0% |
| Participant deferral / active EE | $5,524 | $7,073-21.9% | $9,132-39.5% | $4,297+28.6% |
| Admin fee / account holder | $3,834 | $10,483-63.4% | $13,907-72.4% | $6,935-44.7% |