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 | $97,046 | $86,929+11.6% | $102,423-5.2% | $80,856+20.0% |
| Participation rate | 68.9% | 72.4%-3.5pp | 76.5%-7.6pp | 67.6%+1.3pp |
| Annual return | 16.23% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,313 | $2,369-44.6% | $3,023-56.6% | $2,755-52.3% |
| Participant deferral / active EE | $4,499 | $4,118+9.2% | $5,053-11.0% | $4,296+4.7% |
| Admin fee / account holder | $14,928 | $8,049+85.5% | $9,451+58.0% | $6,918+115.8% |