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 | $113,367 | $95,803+18.3% | $113,168+0.2% | $84,808+33.7% |
| Participation rate | 64.0% | 72.9%-8.9pp | 76.6%-12.6pp | 68.3%-4.3pp |
| Annual return | 15.43% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,616 | $2,360-31.5% | $2,975-45.7% | $2,631-38.6% |
| Participant deferral / active EE | $3,528 | $4,242-16.8% | $5,107-30.9% | $4,212-16.2% |
| Admin fee / account holder | $5,392 | $8,989-40.0% | $12,068-55.3% | $7,344-26.6% |