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 | $87,592 | $148,978-41.2% | $200,582-56.3% | $84,808+3.3% |
| Participation rate | 62.5% | 84.2%-21.7pp | 86.9%-24.4pp | 68.3%-5.8pp |
| Annual return | 14.38% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,830 | $4,815-41.2% | $6,419-55.9% | $2,631+7.6% |
| Participant deferral / active EE | $6,122 | $7,142-14.3% | $9,331-34.4% | $4,212+45.4% |
| Admin fee / account holder | $8,439 | $13,977-39.6% | $16,305-48.2% | $7,344+14.9% |