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 | $83,001 | $95,803-13.4% | $113,168-26.7% | $84,808-2.1% |
| Participation rate | 67.7% | 72.9%-5.1pp | 76.6%-8.8pp | 68.3%-0.6pp |
| Annual return | 28.29% | 25.00%+3.3pp | 24.27%+4.0pp | 40.90%-12.6pp |
| Employer contribution / active EE | $2,532 | $2,360+7.3% | $2,975-14.9% | $2,631-3.7% |
| Participant deferral / active EE | $4,756 | $4,242+12.1% | $5,107-6.9% | $4,212+12.9% |
| Admin fee / account holder | $6,863 | $8,989-23.7% | $12,068-43.1% | $7,344-6.6% |