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 | $89,551 | $95,803-6.5% | $113,168-20.9% | $84,808+5.6% |
| Participation rate | 65.4% | 72.9%-7.4pp | 76.6%-11.1pp | 68.3%-2.9pp |
| Annual return | 16.93% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $826 | $2,360-65.0% | $2,975-72.2% | $2,631-68.6% |
| Participant deferral / active EE | $4,748 | $4,242+11.9% | $5,107-7.0% | $4,212+12.7% |
| Admin fee / account holder | $3,594 | $8,989-60.0% | $12,068-70.2% | $7,344-51.1% |