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 | $56,801 | $65,365-13.1% | $92,893-38.9% | $72,985-22.2% |
| Participation rate | 59.5% | 68.3%-8.9pp | 76.0%-16.5pp | 69.5%-10.0pp |
| Annual return | 18.53% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,228 | $2,594+24.4% | $3,653-11.6% | $2,440+32.3% |
| Participant deferral / active EE | $5,985 | $3,128+91.3% | $4,236+41.3% | $3,607+65.9% |
| Admin fee / account holder | $1,023 | $4,251-75.9% | $5,794-82.4% | $5,124-80.0% |