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 | $66,224 | $81,460-18.7% | $103,333-35.9% | $80,856-18.1% |
| Participation rate | 56.8% | 66.8%-10.0pp | 74.5%-17.7pp | 67.6%-10.8pp |
| Annual return | 13.78% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,622 | $3,105-15.6% | $3,868-32.2% | $2,755-4.8% |
| Participant deferral / active EE | $6,326 | $3,869+63.5% | $5,057+25.1% | $4,296+47.3% |
| Admin fee / account holder | $9,226 | $6,566+40.5% | $8,355+10.4% | $6,918+33.4% |