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 | $91,521 | $91,190+0.4% | $178,490-48.7% | $79,858+14.6% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 23.31% | 24.19%-0.9pp | 151.07%-127.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,583 | $3,256-51.4% | $5,011-68.4% | $2,471-35.9% |
| Participant deferral / active EE | $3,224 | $3,236-0.4% | $5,202-38.0% | $3,740-13.8% |
| Admin fee / account holder | $2,182 | $6,751-67.7% | $13,984-84.4% | $5,306-58.9% |