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 | $116,548 | $109,881+6.1% | $150,045-22.3% | $84,808+37.4% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.6pp | 68.3%-7.6pp |
| Annual return | 25.59% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $1,537 | $3,561-56.9% | $4,693-67.3% | $2,631-41.6% |
| Participant deferral / active EE | $7,507 | $6,636+13.1% | $7,997-6.1% | $4,212+78.2% |
| Admin fee / account holder | $1,014 | $8,568-88.2% | $13,435-92.5% | $7,344-86.2% |