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 | $95,742 | $101,724-5.9% | $164,813-41.9% | $80,856+18.4% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.4pp | 67.6%-1.5pp |
| Annual return | 17.79% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,632 | $2,953-10.9% | $4,341-39.4% | $2,755-4.4% |
| Participant deferral / active EE | $6,743 | $4,477+50.6% | $6,031+11.8% | $4,296+57.0% |
| Admin fee / account holder | $4,074 | $8,227-50.5% | $12,690-67.9% | $6,918-41.1% |