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 | $90,562 | $81,460+11.2% | $103,333-12.4% | $80,856+12.0% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 16.28% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,518 | $3,105-51.1% | $3,868-60.8% | $2,755-44.9% |
| Participant deferral / active EE | $3,857 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $1,250 | $6,566-81.0% | $8,355-85.0% | $6,918-81.9% |