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 | $78,116 | $87,733-11.0% | $106,548-26.7% | $85,850-9.0% |
| Participation rate | 67.9% | 71.9%-4.0pp | 76.1%-8.2pp | 69.3%-1.4pp |
| Annual return | 13.98% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,429 | $2,073-31.1% | $2,819-49.3% | $2,565-44.3% |
| Participant deferral / active EE | $3,137 | $3,469-9.6% | $4,398-28.7% | $3,952-20.6% |
| Admin fee / account holder | $7,164 | $6,767+5.9% | $7,407-3.3% | $6,260+14.4% |