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 6-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 | $96,691 | $109,881-12.0% | $150,045-35.6% | $84,808+14.0% |
| Participation rate | 55.6% | 76.1%-20.5pp | 82.3%-26.8pp | 68.3%-12.8pp |
| Annual return | 18.71% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,544 | $3,561-28.6% | $4,693-45.8% | $2,631-3.3% |
| Participant deferral / active EE | $5,978 | $6,636-9.9% | $7,997-25.2% | $4,212+42.0% |
| Admin fee / account holder | $4,103 | $8,568-52.1% | $13,435-69.5% | $7,344-44.1% |