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 | $91,786 | $74,927+22.5% | $101,794-9.8% | $84,808+8.2% |
| Participation rate | 54.0% | 61.4%-7.4pp | 69.2%-15.2pp | 68.3%-14.3pp |
| Annual return | 14.11% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $681 | $1,522-55.2% | $2,289-70.2% | $2,631-74.1% |
| Participant deferral / active EE | $2,006 | $3,099-35.3% | $4,084-50.9% | $4,212-52.4% |
| Admin fee / account holder | $3,866 | $6,514-40.7% | $8,777-56.0% | $7,344-47.4% |