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 | $55,451 | $76,552-27.6% | $123,892-55.2% | $62,891-11.8% |
| Participation rate | 67.5% | 73.0%-5.5pp | 81.4%-13.9pp | 69.3%-1.8pp |
| Annual return | 10.27% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,421 | $2,883-16.0% | $4,617-47.6% | $2,281+6.2% |
| Participant deferral / active EE | $7,036 | $4,840+45.4% | $5,984+17.6% | $3,203+119.7% |
| Admin fee / account holder | $2,731 | $4,826-43.4% | $8,357-67.3% | $4,296-36.4% |