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 | $92,103 | $89,753+2.6% | $107,525-14.3% | $84,808+8.6% |
| Participation rate | 54.0% | 68.1%-14.1pp | 75.1%-21.1pp | 68.3%-14.3pp |
| Annual return | 18.91% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,112 | $3,113-32.2% | $3,754-43.7% | $2,631-19.7% |
| Participant deferral / active EE | $3,716 | $4,056-8.4% | $5,116-27.4% | $4,212-11.8% |
| Admin fee / account holder | $4,392 | $7,222-39.2% | $8,919-50.8% | $7,344-40.2% |