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 | $75,873 | $83,477-9.1% | $125,175-39.4% | $72,985+4.0% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 24.05% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,681 | $2,345+14.3% | $3,865-30.6% | $2,440+9.9% |
| Participant deferral / active EE | $5,636 | $3,585+57.2% | $4,937+14.2% | $3,607+56.2% |
| Admin fee / account holder | $2,182 | $5,517-60.4% | $9,702-77.5% | $5,124-57.4% |