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 | $62,694 | $72,277-13.3% | $101,248-38.1% | $79,858-21.5% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | 19.85% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,255 | $2,692-53.4% | $3,660-65.7% | $2,471-49.2% |
| Participant deferral / active EE | $2,283 | $3,282-30.4% | $4,370-47.8% | $3,740-39.0% |
| Admin fee / account holder | $3,358 | $4,400-23.7% | $5,945-43.5% | $5,306-36.7% |