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 | $95,453-42.4% | $112,040-50.9% | $82,448-33.3% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.5%-7.5pp | 68.1%+0.9pp |
| Annual return | 19.08% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,963 | $2,318+27.8% | $2,954+0.3% | $2,551+16.1% |
| Participant deferral / active EE | $8,542 | $4,224+102.2% | $5,098+67.6% | $4,139+106.4% |
| Admin fee / account holder | $1,449 | $9,013-83.9% | $12,098-88.0% | $7,234-80.0% |