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 | $68,725 | $81,460-15.6% | $103,333-33.5% | $80,856-15.0% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 15.50% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,901 | $3,105-6.6% | $3,868-25.0% | $2,755+5.3% |
| Participant deferral / active EE | $5,183 | $3,869+34.0% | $5,057+2.5% | $4,296+20.7% |
| Admin fee / account holder | $1,993 | $6,566-69.6% | $8,355-76.1% | $6,918-71.2% |