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 | $55,670 | $65,365-14.8% | $92,893-40.1% | $72,985-23.7% |
| Participation rate | 67.3% | 68.3%-1.0pp | 76.0%-8.7pp | 69.5%-2.2pp |
| Annual return | 19.44% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,334 | $2,594-10.0% | $3,653-36.1% | $2,440-4.3% |
| Participant deferral / active EE | $4,705 | $3,128+50.4% | $4,236+11.1% | $3,607+30.4% |
| Admin fee / account holder | $1,271 | $4,251-70.1% | $5,794-78.1% | $5,124-75.2% |