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 | $70,836 | $46,553+52.2% | $64,056+10.6% | $75,163-5.8% |
| Participation rate | 63.0% | 65.9%-2.9pp | 72.3%-9.3pp | 67.2%-4.1pp |
| Annual return | 14.46% | 26.03%-11.6pp | 33.69%-19.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,227 | $1,974+12.8% | $2,747-18.9% | $2,670-16.6% |
| Participant deferral / active EE | $3,148 | $2,837+11.0% | $3,880-18.9% | $4,125-23.7% |
| Admin fee / account holder | $16,678 | $2,952+465.0% | $3,068+443.6% | $5,651+195.1% |