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 | $74,640 | $95,803-22.1% | $113,168-34.0% | $84,808-12.0% |
| Participation rate | 69.0% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.7pp |
| Annual return | 12.89% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,840 | $2,360+20.3% | $2,975-4.6% | $2,631+7.9% |
| Participant deferral / active EE | $4,345 | $4,242+2.4% | $5,107-14.9% | $4,212+3.2% |
| Admin fee / account holder | $3,044 | $8,989-66.1% | $12,068-74.8% | $7,344-58.6% |