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 | $67,501 | $146,267-53.9% | $197,124-65.8% | $82,448-18.1% |
| Participation rate | 65.5% | 84.0%-18.5pp | 86.7%-21.2pp | 68.1%-2.6pp |
| Annual return | 14.98% | 29.61%-14.6pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,583 | $4,723-45.3% | $6,227-58.5% | $2,551+1.3% |
| Participant deferral / active EE | $3,884 | $7,035-44.8% | $9,135-57.5% | $4,139-6.2% |
| Admin fee / account holder | $2,099 | $14,422-85.4% | $16,298-87.1% | $7,234-71.0% |