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 | $82,719 | $72,277+14.4% | $101,248-18.3% | $79,858+3.6% |
| Participation rate | 59.5% | 68.5%-8.9pp | 75.8%-16.3pp | 69.6%-10.1pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,499 | $2,692-7.2% | $3,660-31.7% | $2,471+1.1% |
| Participant deferral / active EE | $5,894 | $3,282+79.6% | $4,370+34.9% | $3,740+57.6% |
| Admin fee / account holder | $1,085 | $4,400-75.3% | $5,945-81.7% | $5,306-79.5% |