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 | $98,294 | $72,277+36.0% | $101,248-2.9% | $79,858+23.1% |
| Participation rate | 54.3% | 68.5%-14.2pp | 75.8%-21.5pp | 69.6%-15.3pp |
| Annual return | 17.17% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,926 | $2,692+8.7% | $3,660-20.0% | $2,471+18.4% |
| Participant deferral / active EE | $7,269 | $3,282+121.5% | $4,370+66.3% | $3,740+94.4% |
| Admin fee / account holder | $2,773 | $4,400-37.0% | $5,945-53.4% | $5,306-47.7% |