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 | $74,882 | $86,929-13.9% | $102,423-26.9% | $80,856-7.4% |
| Participation rate | 62.7% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.9pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,995 | $2,369-15.8% | $3,023-34.0% | $2,755-27.6% |
| Participant deferral / active EE | $4,298 | $4,118+4.4% | $5,053-14.9% | $4,2960% |
| Admin fee / account holder | $4,653 | $8,049-42.2% | $9,451-50.8% | $6,918-32.7% |