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 | $58,325 | $146,267-60.1% | $197,124-70.4% | $82,448-29.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 86.7%-36.7pp | 68.1%-18.1pp |
| Annual return | 25.31% | 29.61%-4.3pp | 44.34%-19.0pp | 41.64%-16.3pp |
| Employer contribution / active EE | $2,724 | $4,723-42.3% | $6,227-56.3% | $2,551+6.8% |
| Participant deferral / active EE | $4,509 | $7,035-35.9% | $9,135-50.6% | $4,139+8.9% |
| Admin fee / account holder | $2,793 | $14,422-80.6% | $16,298-82.9% | $7,234-61.4% |