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 | $89,768 | $101,724-11.8% | $164,813-45.5% | $80,856+11.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 12.39% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,431 | $2,953-17.7% | $4,341-44.0% | $2,755-11.7% |
| Participant deferral / active EE | $5,438 | $4,477+21.5% | $6,031-9.8% | $4,296+26.6% |
| Admin fee / account holder | $19,636 | $8,227+138.7% | $12,690+54.7% | $6,918+183.8% |