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 | $59,386 | $68,719-13.6% | $91,541-35.1% | $84,808-30.0% |
| Participation rate | 54.2% | 64.5%-10.3pp | 69.8%-15.6pp | 68.3%-14.1pp |
| Annual return | 15.87% | 19.12%-3.3pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,175 | $1,920-38.8% | $2,505-53.1% | $2,631-55.3% |
| Participant deferral / active EE | $3,415 | $3,136+8.9% | $4,008-14.8% | $4,212-18.9% |
| Admin fee / account holder | $4,166 | $5,786-28.0% | $6,956-40.1% | $7,344-43.3% |