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 | $102,201 | $81,460+25.5% | $103,333-1.1% | $80,856+26.4% |
| Participation rate | 44.7% | 66.8%-22.1pp | 74.5%-29.8pp | 67.6%-22.9pp |
| Annual return | 12.57% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,396 | $3,105-55.1% | $3,868-63.9% | $2,755-49.3% |
| Participant deferral / active EE | $2,862 | $3,869-26.0% | $5,057-43.4% | $4,296-33.4% |
| Admin fee / account holder | $6,874 | $6,566+4.7% | $8,355-17.7% | $6,918-0.6% |