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 | $90,261 | $95,803-5.8% | $113,168-20.2% | $84,808+6.4% |
| Participation rate | 54.5% | 72.9%-18.3pp | 76.6%-22.0pp | 68.3%-13.8pp |
| Annual return | 19.61% | 25.00%-5.4pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,927 | $2,360-18.3% | $2,975-35.2% | $2,631-26.8% |
| Participant deferral / active EE | $3,711 | $4,242-12.5% | $5,107-27.3% | $4,212-11.9% |
| Admin fee / account holder | $6,601 | $8,989-26.6% | $12,068-45.3% | $7,344-10.1% |