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 | $59,638 | $77,503-23.1% | $100,391-40.6% | $80,856-26.2% |
| Participation rate | 63.5% | 76.9%-13.4pp | 81.5%-18.0pp | 67.6%-4.1pp |
| Annual return | 18.47% | 37.20%-18.7pp | 49.20%-30.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,359 | $2,801-15.8% | $3,942-40.1% | $2,755-14.4% |
| Participant deferral / active EE | $5,772 | $6,820-15.4% | $8,082-28.6% | $4,296+34.4% |
| Admin fee / account holder | $432 | $5,897-92.7% | $7,899-94.5% | $6,918-93.8% |