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 | $54,968 | $95,803-42.6% | $113,168-51.4% | $84,808-35.2% |
| Participation rate | 69.0% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.7pp |
| Annual return | 19.08% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,963 | $2,360+25.5% | $2,975-0.4% | $2,631+12.6% |
| Participant deferral / active EE | $8,542 | $4,242+101.4% | $5,107+67.3% | $4,212+102.8% |
| Admin fee / account holder | $1,449 | $8,989-83.9% | $12,068-88.0% | $7,344-80.3% |