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 | $67,121 | $73,933-9.2% | $96,683-30.6% | $75,163-10.7% |
| Participation rate | 61.9% | 66.4%-4.5pp | 74.3%-12.4pp | 67.2%-5.3pp |
| Annual return | 14.60% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,088 | $2,928-28.7% | $3,737-44.1% | $2,670-21.8% |
| Participant deferral / active EE | $3,792 | $3,659+3.6% | $4,878-22.3% | $4,125-8.1% |
| Admin fee / account holder | $1,904 | $5,216-63.5% | $6,730-71.7% | $5,651-66.3% |