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 | $77,762 | $65,365+19.0% | $92,893-16.3% | $72,985+6.5% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 32.04% | 42.10%-10.1pp | 109.41%-77.4pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,806 | $2,594+8.2% | $3,653-23.2% | $2,440+15.0% |
| Participant deferral / active EE | $8,511 | $3,128+172.1% | $4,236+100.9% | $3,607+135.9% |
| Admin fee / account holder | $2,775 | $4,251-34.7% | $5,794-52.1% | $5,124-45.8% |