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 | $99,346 | $81,460+22.0% | $103,333-3.9% | $80,856+22.9% |
| Participation rate | 63.9% | 66.8%-3.0pp | 74.5%-10.6pp | 67.6%-3.7pp |
| Annual return | 15.97% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,402 | $3,105-22.6% | $3,868-37.9% | $2,755-12.8% |
| Participant deferral / active EE | $6,277 | $3,869+62.3% | $5,057+24.1% | $4,296+46.1% |
| Admin fee / account holder | $4,845 | $6,566-26.2% | $8,355-42.0% | $6,918-30.0% |