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 | $54,592 | $60,349-9.5% | $74,183-26.4% | $62,891-13.2% |
| Participation rate | 67.6% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.7pp |
| Annual return | 8.44% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,606 | $1,680+55.1% | $2,370+10.0% | $2,281+14.3% |
| Participant deferral / active EE | $3,113 | $2,856+9.0% | $3,550-12.3% | $3,203-2.8% |
| Admin fee / account holder | $1,335 | $4,261-68.7% | $5,586-76.1% | $4,296-68.9% |