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 | $93,780 | $87,013+7.8% | $106,213-11.7% | $80,856+16.0% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 13.77% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,077 | $2,395-55.0% | $3,171-66.0% | $2,755-60.9% |
| Participant deferral / active EE | $3,188 | $3,986-20.0% | $5,016-36.4% | $4,296-25.8% |
| Admin fee / account holder | $8,911 | $8,431+5.7% | $11,033-19.2% | $6,918+28.8% |