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 | $59,551 | $93,571-36.4% | $135,903-56.2% | $75,163-20.8% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 18.88% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,761 | $3,537-50.2% | $4,856-63.7% | $2,670-34.0% |
| Participant deferral / active EE | $4,231 | $6,404-33.9% | $7,758-45.5% | $4,125+2.6% |
| Admin fee / account holder | $2,479 | $6,975-64.5% | $10,762-77.0% | $5,651-56.1% |