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 | $56,358 | $109,881-48.7% | $150,045-62.4% | $84,808-33.5% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.8pp |
| Annual return | 18.06% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,785 | $3,561+6.3% | $4,693-19.4% | $2,631+43.9% |
| Participant deferral / active EE | $8,280 | $6,636+24.8% | $7,997+3.5% | $4,212+96.6% |
| Admin fee / account holder | $7,472 | $8,568-12.8% | $13,435-44.4% | $7,344+1.7% |