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 | $46,410 | $73,933-37.2% | $96,683-52.0% | $75,163-38.3% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 22.83% | 26.70%-3.9pp | 35.69%-12.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,863 | $2,928-2.2% | $3,737-23.4% | $2,670+7.2% |
| Participant deferral / active EE | $6,392 | $3,659+74.7% | $4,878+31.0% | $4,125+55.0% |
| Admin fee / account holder | $8,262 | $5,216+58.4% | $6,730+22.8% | $5,651+46.2% |