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 | $49,885 | $80,968-38.4% | $96,544-48.3% | $75,163-33.6% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 17.48% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,065 | $2,282+34.3% | $2,965+3.4% | $2,670+14.8% |
| Participant deferral / active EE | $6,431 | $3,928+63.7% | $4,851+32.6% | $4,125+55.9% |
| Admin fee / account holder | $8,394 | $6,724+24.8% | $8,252+1.7% | $5,651+48.5% |