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 | $84,510 | $81,460+3.7% | $103,333-18.2% | $80,856+4.5% |
| Participation rate | 59.3% | 66.8%-7.5pp | 74.5%-15.2pp | 67.6%-8.3pp |
| Annual return | 20.71% | 25.55%-4.8pp | 24.88%-4.2pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,017 | $3,105-35.0% | $3,868-47.8% | $2,755-26.8% |
| Participant deferral / active EE | $3,852 | $3,869-0.4% | $5,057-23.8% | $4,296-10.3% |
| Admin fee / account holder | $41,079 | $6,566+525.6% | $8,355+391.7% | $6,918+493.8% |