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 | $54,529 | $80,968-32.7% | $96,544-43.5% | $75,163-27.5% |
| Participation rate | 68.8% | 71.8%-2.9pp | 76.0%-7.1pp | 67.2%+1.6pp |
| Annual return | 16.49% | 27.06%-10.6pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,026 | $2,282-11.2% | $2,965-31.7% | $2,670-24.1% |
| Participant deferral / active EE | $3,077 | $3,928-21.7% | $4,851-36.6% | $4,125-25.4% |
| Admin fee / account holder | $4,155 | $6,724-38.2% | $8,252-49.6% | $5,651-26.5% |