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 | $94,583 | $72,277+30.9% | $101,248-6.6% | $79,858+18.4% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | 14.17% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,416 | $2,692-47.4% | $3,660-61.3% | $2,471-42.7% |
| Participant deferral / active EE | $2,970 | $3,282-9.5% | $4,370-32.0% | $3,740-20.6% |
| Admin fee / account holder | $2,365 | $4,400-46.2% | $5,945-60.2% | $5,306-55.4% |