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 | $108,812 | $95,803+13.6% | $113,168-3.8% | $84,808+28.3% |
| Participation rate | 63.3% | 72.9%-9.6pp | 76.6%-13.3pp | 68.3%-5.0pp |
| Annual return | 15.85% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,343 | $2,360-43.1% | $2,975-54.9% | $2,631-49.0% |
| Participant deferral / active EE | $3,881 | $4,242-8.5% | $5,107-24.0% | $4,212-7.8% |
| Admin fee / account holder | $1,862 | $8,989-79.3% | $12,068-84.6% | $7,344-74.6% |