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 | $63,554 | $109,881-42.2% | $150,045-57.6% | $84,808-25.1% |
| Participation rate | 64.7% | 76.1%-11.4pp | 82.3%-17.6pp | 68.3%-3.6pp |
| Annual return | 19.58% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,412 | $3,561-32.3% | $4,693-48.6% | $2,631-8.3% |
| Participant deferral / active EE | $6,258 | $6,636-5.7% | $7,997-21.7% | $4,212+48.6% |
| Admin fee / account holder | $5,657 | $8,568-34.0% | $13,435-57.9% | $7,344-23.0% |