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 | $118,697 | $95,803+23.9% | $113,168+4.9% | $84,808+40.0% |
| Participation rate | 55.6% | 72.9%-17.3pp | 76.6%-21.0pp | 68.3%-12.8pp |
| Annual return | 14.28% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,564 | $2,360+8.7% | $2,975-13.8% | $2,631-2.5% |
| Participant deferral / active EE | $5,415 | $4,242+27.7% | $5,107+6.0% | $4,212+28.6% |
| Admin fee / account holder | $3,558 | $8,989-60.4% | $12,068-70.5% | $7,344-51.5% |