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 | $102,060 | $94,625+7.9% | $116,228-12.2% | $84,808+20.3% |
| Participation rate | 65.7% | 70.4%-4.7pp | 74.6%-8.8pp | 68.3%-2.6pp |
| Annual return | 14.30% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,088 | $2,347-53.6% | $2,994-63.7% | $2,631-58.6% |
| Participant deferral / active EE | $3,034 | $3,972-23.6% | $4,953-38.8% | $4,212-28.0% |
| Admin fee / account holder | $7,875 | $10,091-22.0% | $11,989-34.3% | $7,344+7.2% |