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 | $95,802 | $95,8030% | $113,168-15.3% | $84,808+13.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 18.04% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,157 | $2,360-8.6% | $2,975-27.5% | $2,631-18.0% |
| Participant deferral / active EE | $5,044 | $4,242+18.9% | $5,107-1.2% | $4,212+19.8% |
| Admin fee / account holder | $3,593 | $8,989-60.0% | $12,068-70.2% | $7,344-51.1% |