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 | $70,242 | $64,480+8.9% | $81,382-13.7% | $80,856-13.1% |
| Participation rate | 51.4% | 63.9%-12.5pp | 69.5%-18.1pp | 67.6%-16.3pp |
| Annual return | 11.42% | 16.34%-4.9pp | 24.73%-13.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,679 | $1,978-15.2% | $2,463-31.8% | $2,755-39.1% |
| Participant deferral / active EE | $3,671 | $3,094+18.7% | $3,883-5.5% | $4,296-14.5% |
| Admin fee / account holder | $1,800 | $5,671-68.3% | $5,768-68.8% | $6,918-74.0% |