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 | $101,416 | $116,175-12.7% | $93,606+8.3% | $152,861-33.7% |
| Participation rate | 69.2% | 78.0%-8.8pp | 75.8%-6.6pp | 82.4%-13.2pp |
| Annual return | 23.17% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,660 | $3,218-17.4% | $2,718-2.1% | $4,762-44.2% |
| Participant deferral / active EE | $5,099 | $4,603+10.8% | $4,069+25.3% | $5,850-12.8% |
| Admin fee / account holder | $6,105 | $10,748-43.2% | $7,888-22.6% | $11,596-47.4% |