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 | $97,966 | $93,571+4.7% | $135,903-27.9% | $75,163+30.3% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 23.10% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,696 | $3,537-23.8% | $4,856-44.5% | $2,670+1.0% |
| Participant deferral / active EE | $8,936 | $6,404+39.5% | $7,758+15.2% | $4,125+116.6% |
| Admin fee / account holder | $2,487 | $6,975-64.4% | $10,762-76.9% | $5,651-56.0% |