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 | $97,061 | $81,460+19.2% | $103,333-6.1% | $80,856+20.0% |
| Participation rate | 54.9% | 66.8%-12.0pp | 74.5%-19.6pp | 67.6%-12.8pp |
| Annual return | 13.25% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,574 | $3,105-49.3% | $3,868-59.3% | $2,755-42.9% |
| Participant deferral / active EE | $3,859 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $3,374 | $6,566-48.6% | $8,355-59.6% | $6,918-51.2% |