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 | $91,786 | $92,985-1.3% | $153,432-40.2% | $80,874+13.5% |
| Participation rate | 64.3% | 69.0%-4.7pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 14.14% | 19.95%-5.8pp | 15.66%-1.5pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,253 | $3,507-35.8% | $5,038-55.3% | $2,756-18.2% |
| Participant deferral / active EE | $4,512 | $5,178-12.9% | $6,757-33.2% | $4,297+5.0% |
| Admin fee / account holder | $7,668 | $8,880-13.7% | $12,725-39.7% | $6,935+10.6% |