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 | $69,679 | $78,672-11.4% | $109,143-36.2% | $85,850-18.8% |
| Participation rate | 60.9% | 68.3%-7.4pp | 75.9%-15.0pp | 69.3%-8.4pp |
| Annual return | 21.87% | 25.09%-3.2pp | 25.75%-3.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $2,847 | $2,735+4.1% | $3,722-23.5% | $2,565+11.0% |
| Participant deferral / active EE | $7,430 | $3,467+114.3% | $4,653+59.7% | $3,952+88.0% |
| Admin fee / account holder | $856 | $5,469-84.3% | $6,752-87.3% | $6,260-86.3% |