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 | $95,644 | $87,013+9.9% | $106,213-10.0% | $80,856+18.3% |
| Participation rate | 61.0% | 70.4%-9.5pp | 75.3%-14.3pp | 67.6%-6.7pp |
| Annual return | 12.49% | 17.05%-4.6pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,127 | $2,395-11.2% | $3,171-32.9% | $2,755-22.8% |
| Participant deferral / active EE | $3,690 | $3,986-7.4% | $5,016-26.4% | $4,296-14.1% |
| Admin fee / account holder | $757 | $8,431-91.0% | $11,033-93.1% | $6,918-89.1% |