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 | $82,263 | $88,672-7.2% | $105,223-21.8% | $82,448-0.2% |
| Participation rate | 52.8% | 67.9%-15.1pp | 75.0%-22.3pp | 68.1%-15.3pp |
| Annual return | 17.29% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,396 | $3,048-21.4% | $3,689-35.1% | $2,551-6.1% |
| Participant deferral / active EE | $5,177 | $4,036+28.3% | $5,072+2.1% | $4,139+25.1% |
| Admin fee / account holder | $7,335 | $7,146+2.6% | $8,859-17.2% | $7,234+1.4% |