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 | $75,689 | $69,977+8.2% | $108,579-30.3% | $62,891+20.3% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 9.79% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,047 | $2,135-4.1% | $3,758-45.5% | $2,281-10.3% |
| Participant deferral / active EE | $7,541 | $3,165+138.3% | $4,311+74.9% | $3,203+135.4% |
| Admin fee / account holder | $1,605 | $5,076-68.4% | $7,645-79.0% | $4,296-62.6% |