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 | $87,655 | $127,065-31.0% | $113,168-22.5% | $142,382-38.4% |
| Participation rate | 65.2% | 79.2%-14.0pp | 76.6%-11.3pp | 80.1%-14.9pp |
| Annual return | 10.48% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,433 | $3,442-29.3% | $2,975-18.2% | $4,299-43.4% |
| Participant deferral / active EE | $6,943 | $5,716+21.5% | $5,107+36.0% | $6,507+6.7% |
| Admin fee / account holder | $13,709 | $15,736-12.9% | $12,068+13.6% | $12,624+8.6% |