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 | $96,962 | $106,749-9.2% | $145,433-33.3% | $82,448+17.6% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 24.57% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,327 | $3,444-32.4% | $4,554-48.9% | $2,551-8.8% |
| Participant deferral / active EE | $6,431 | $6,519-1.3% | $7,897-18.6% | $4,139+55.4% |
| Admin fee / account holder | $377 | $8,390-95.5% | $13,129-97.1% | $7,234-94.8% |