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 | $124,425-29.6% | $112,040-21.8% | $137,256-36.1% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 10.48% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,433 | $3,411-28.7% | $2,954-17.6% | $4,156-41.5% |
| Participant deferral / active EE | $6,943 | $5,718+21.4% | $5,098+36.2% | $6,407+8.4% |
| Admin fee / account holder | $13,709 | $15,207-9.9% | $12,098+13.3% | $12,270+11.7% |