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 | $57,904 | $81,460-28.9% | $103,333-44.0% | $80,856-28.4% |
| Participation rate | 56.1% | 66.8%-10.7pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | 16.32% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,672 | $3,105-14.0% | $3,868-30.9% | $2,755-3.0% |
| Participant deferral / active EE | $5,651 | $3,869+46.1% | $5,057+11.7% | $4,296+31.6% |
| Admin fee / account holder | $586 | $6,566-91.1% | $8,355-93.0% | $6,918-91.5% |