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 | $64,336 | $80,717-20.3% | $154,803-58.4% | $84,808-24.1% |
| Participation rate | 61.2% | 66.8%-5.6pp | 78.1%-16.8pp | 68.3%-7.1pp |
| Annual return | 17.26% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,252 | $2,761-18.5% | $4,305-47.7% | $2,631-14.4% |
| Participant deferral / active EE | $4,450 | $3,303+34.7% | $5,540-19.7% | $4,212+5.7% |
| Admin fee / account holder | $7,069 | $6,746+4.8% | $14,329-50.7% | $7,344-3.7% |