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 | $61,002 | $61,605-1.0% | $112,229-45.6% | $75,163-18.8% |
| Participation rate | 63.6% | 61.7%+2.0pp | 72.4%-8.8pp | 67.2%-3.6pp |
| Annual return | 13.30% | 28.47%-15.2pp | 30.20%-16.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,563 | $2,015-22.4% | $3,430-54.4% | $2,670-41.5% |
| Participant deferral / active EE | $4,093 | $3,108+31.7% | $4,798-14.7% | $4,125-0.8% |
| Admin fee / account holder | $2,088 | $4,862-57.0% | $7,748-73.0% | $5,651-63.0% |