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 | $91,664 | $138,562-33.8% | $246,525-62.8% | $116,875-21.6% |
| Participation rate | 61.0% | 72.8%-11.8pp | 82.0%-21.0pp | 74.5%-13.6pp |
| Annual return | 14.01% | 16.14%-2.1pp | 0.46%+13.5pp | 16.29%-2.3pp |
| Employer contribution / active EE | $2,789 | $4,835-42.3% | $7,467-62.7% | $3,288-15.2% |
| Participant deferral / active EE | $7,431 | $4,207+76.7% | $5,422+37.1% | $3,885+91.3% |
| Admin fee / account holder | $509 | $18,110-97.2% | $16,551-96.9% | $12,263-95.8% |