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 | $38,468 | $109,413-64.8% | $156,263-75.4% | $84,808-54.6% |
| Participation rate | 65.6% | 72.7%-7.1pp | 78.9%-13.3pp | 68.3%-2.7pp |
| Annual return | 23.30% | 20.18%+3.1pp | 59.47%-36.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,251 | $2,907-22.6% | $4,333-48.1% | $2,631-14.5% |
| Participant deferral / active EE | $3,863 | $4,590-15.8% | $6,158-37.3% | $4,212-8.3% |
| Admin fee / account holder | $6,236 | $9,357-33.4% | $14,255-56.3% | $7,344-15.1% |