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 | $89,196 | $72,277+23.4% | $101,248-11.9% | $79,858+11.7% |
| Participation rate | 65.0% | 68.5%-3.5pp | 75.8%-10.8pp | 69.6%-4.6pp |
| Annual return | 17.62% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,853 | $2,692-31.2% | $3,660-49.4% | $2,471-25.0% |
| Participant deferral / active EE | $3,798 | $3,282+15.7% | $4,370-13.1% | $3,740+1.5% |
| Admin fee / account holder | $2,008 | $4,400-54.4% | $5,945-66.2% | $5,306-62.2% |