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 | $95,661 | $77,660+23.2% | $109,143-12.4% | $79,386+20.5% |
| Participation rate | 69.5% | 67.8%+1.7pp | 75.9%-6.4pp | 70.7%-1.2pp |
| Annual return | 12.95% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,623 | $2,797-42.0% | $3,722-56.4% | $2,427-33.1% |
| Participant deferral / active EE | $5,812 | $3,518+65.2% | $4,653+24.9% | $4,046+43.7% |
| Admin fee / account holder | $6,295 | $732+759.8% | $6,752-6.8% | $626+904.9% |