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 | $56,064 | $80,968-30.8% | $96,544-41.9% | $75,163-25.4% |
| Participation rate | 64.1% | 71.8%-7.7pp | 76.0%-11.9pp | 67.2%-3.1pp |
| Annual return | 18.70% | 27.06%-8.4pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,117 | $2,282-7.2% | $2,965-28.6% | $2,670-20.7% |
| Participant deferral / active EE | $6,236 | $3,928+58.8% | $4,851+28.6% | $4,125+51.2% |
| Admin fee / account holder | $1,478 | $6,724-78.0% | $8,252-82.1% | $5,651-73.8% |