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 | $70,979 | $108,825-34.8% | $156,181-54.6% | $82,448-13.9% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 16.10% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,376 | $2,870-17.2% | $4,294-44.7% | $2,551-6.9% |
| Participant deferral / active EE | $7,400 | $4,577+61.7% | $6,132+20.7% | $4,139+78.8% |
| Admin fee / account holder | $6,096 | $9,341-34.7% | $14,586-58.2% | $7,234-15.7% |