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 | $109,622 | $98,750+11.0% | $149,696-26.8% | $79,858+37.3% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.5%-14.4pp | 69.6%-1.5pp |
| Annual return | 17.80% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,609 | $3,216-18.9% | $4,644-43.8% | $2,471+5.6% |
| Participant deferral / active EE | $4,908 | $5,680-13.6% | $6,842-28.3% | $3,740+31.2% |
| Admin fee / account holder | $1,247 | $6,053-79.4% | $9,309-86.6% | $5,306-76.5% |