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 | $57,142 | $95,266-40.0% | $82,389-30.6% | $142,382-59.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 17.18% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,324 | $2,991+11.1% | $2,517+32.1% | $4,299-22.7% |
| Participant deferral / active EE | $11,197 | $4,809+132.8% | $4,155+169.5% | $6,507+72.1% |
| Admin fee / account holder | $3,414 | $8,563-60.1% | $7,231-52.8% | $12,624-73.0% |