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 | $108,094 | $86,891+24.4% | $142,449-24.1% | $75,163+43.8% |
| Participation rate | 61.0% | 68.5%-7.6pp | 76.8%-15.8pp | 67.2%-6.2pp |
| Annual return | 19.93% | 23.31%-3.4pp | 19.99%-0.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,571 | $3,355-23.4% | $4,847-47.0% | $2,670-3.7% |
| Participant deferral / active EE | $2,354 | $4,938-52.3% | $6,283-62.5% | $4,125-42.9% |
| Admin fee / account holder | $4,543 | $7,299-37.8% | $10,011-54.6% | $5,651-19.6% |