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 | $75,409 | $81,248-7.2% | $155,509-51.5% | $80,856-6.7% |
| Participation rate | 60.2% | 66.2%-6.0pp | 78.2%-18.0pp | 67.6%-7.4pp |
| Annual return | 13.09% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,767 | $3,100-10.7% | $4,672-40.8% | $2,755+0.5% |
| Participant deferral / active EE | $4,426 | $3,452+28.2% | $5,626-21.3% | $4,296+3.0% |
| Admin fee / account holder | $2,588 | $7,997-67.6% | $15,912-83.7% | $6,918-62.6% |