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 | $121,635 | $109,881+10.7% | $150,045-18.9% | $84,808+43.4% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 23.22% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,441 | $3,561-31.5% | $4,693-48.0% | $2,631-7.2% |
| Participant deferral / active EE | $3,237 | $6,636-51.2% | $7,997-59.5% | $4,212-23.1% |
| Admin fee / account holder | $13,119 | $8,568+53.1% | $13,435-2.3% | $7,344+78.6% |