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 | $60,037 | $76,552-21.6% | $123,892-51.5% | $62,891-4.5% |
| Participation rate | 66.0% | 73.0%-7.0pp | 81.4%-15.4pp | 69.3%-3.3pp |
| Annual return | 10.11% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,167 | $2,883-24.8% | $4,617-53.1% | $2,281-5.0% |
| Participant deferral / active EE | $6,243 | $4,840+29.0% | $5,984+4.3% | $3,203+94.9% |
| Admin fee / account holder | $8,291 | $4,826+71.8% | $8,357-0.8% | $4,296+93.0% |