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 | $63,764 | $88,634-28.1% | $101,326-37.1% | $74,304-14.2% |
| Participation rate | 56.9% | 76.9%-20.0pp | 81.5%-24.6pp | 60.3%-3.5pp |
| Annual return | 22.84% | 33.10%-10.3pp | 36.82%-14.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $3,440 | $2,930+17.4% | $3,665-6.1% | $2,241+53.5% |
| Participant deferral / active EE | $7,868 | $7,322+7.5% | $7,994-1.6% | $3,767+108.8% |
| Admin fee / account holder | $10,829 | $2,425+346.5% | $11,185-3.2% | $2,969+264.8% |