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 | $81,068 | $106,749-24.1% | $145,433-44.3% | $82,448-1.7% |
| Participation rate | 62.1% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 21.22% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,914 | $3,444-15.4% | $4,554-36.0% | $2,551+14.2% |
| Participant deferral / active EE | $6,141 | $6,519-5.8% | $7,897-22.2% | $4,139+48.4% |
| Admin fee / account holder | $373 | $8,390-95.6% | $13,129-97.2% | $7,234-94.8% |