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 | $58,033 | $135,952-57.3% | $123,892-53.2% | $273,961-78.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 23.65% | 56.63%-33.0pp | 47.52%-23.9pp | 41.45%-17.8pp |
| Employer contribution / active EE | $6,555 | $5,170+26.8% | $4,617+42.0% | $4,869+34.6% |
| Participant deferral / active EE | $7,866 | $6,343+24.0% | $5,984+31.4% | $5,287+48.8% |
| Admin fee / account holder | $5,954 | $9,817-39.4% | $8,357-28.8% | $10,132-41.2% |