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 | $94,220 | $94,625-0.4% | $116,228-18.9% | $84,808+11.1% |
| Participation rate | 67.4% | 70.4%-3.0pp | 74.6%-7.1pp | 68.3%-0.9pp |
| Annual return | 19.32% | 20.40%-1.1pp | 90.06%-70.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $881 | $2,347-62.5% | $2,994-70.6% | $2,631-66.5% |
| Participant deferral / active EE | $2,889 | $3,972-27.3% | $4,953-41.7% | $4,212-31.4% |
| Admin fee / account holder | $8,916 | $10,091-11.6% | $11,989-25.6% | $7,344+21.4% |