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 | $77,397 | $148,978-48.0% | $200,582-61.4% | $84,808-8.7% |
| Participation rate | 67.0% | 84.2%-17.2pp | 86.9%-19.8pp | 68.3%-1.3pp |
| Annual return | 19.68% | 28.16%-8.5pp | 42.33%-22.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,282 | $4,815-31.8% | $6,419-48.9% | $2,631+24.7% |
| Participant deferral / active EE | $4,265 | $7,142-40.3% | $9,331-54.3% | $4,212+1.3% |
| Admin fee / account holder | $7,902 | $13,977-43.5% | $16,305-51.5% | $7,344+7.6% |