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 | $110,363 | $93,571+17.9% | $135,903-18.8% | $75,163+46.8% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 22.76% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,152 | $3,537-39.2% | $4,856-55.7% | $2,670-19.4% |
| Participant deferral / active EE | $4,694 | $6,404-26.7% | $7,758-39.5% | $4,125+13.8% |
| Admin fee / account holder | $3,668 | $6,975-47.4% | $10,762-65.9% | $5,651-35.1% |