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 | $86,292 | $95,803-9.9% | $113,168-23.7% | $84,808+1.7% |
| Participation rate | 62.9% | 72.9%-10.0pp | 76.6%-13.7pp | 68.3%-5.5pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,680 | $2,360-28.8% | $2,975-43.5% | $2,631-36.1% |
| Participant deferral / active EE | $4,177 | $4,242-1.5% | $5,107-18.2% | $4,212-0.8% |
| Admin fee / account holder | $5,442 | $8,989-39.5% | $12,068-54.9% | $7,344-25.9% |