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 | $70,585 | $96,484-26.8% | $156,263-54.8% | $74,304-5.0% |
| Participation rate | 50.9% | 67.7%-16.8pp | 78.9%-28.0pp | 60.3%-9.5pp |
| Annual return | 22.71% | 17.73%+5.0pp | 59.47%-36.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $2,112 | $2,528-16.5% | $4,333-51.3% | $2,241-5.8% |
| Participant deferral / active EE | $4,327 | $4,286+1.0% | $6,158-29.7% | $3,767+14.9% |
| Admin fee / account holder | $7,009 | $3,728+88.0% | $14,255-50.8% | $2,969+136.1% |