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 | $105,879 | $163,101-35.1% | $136,749-22.6% | $142,382-25.6% |
| Participation rate | 64.7% | 78.2%-13.5pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 19.63% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,785 | $4,117-8.1% | $3,400+11.3% | $4,299-12.0% |
| Participant deferral / active EE | $6,039 | $5,585+8.1% | $4,692+28.7% | $6,507-7.2% |
| Admin fee / account holder | $550 | $14,318-96.2% | $11,386-95.2% | $12,624-95.6% |