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 | $97,242 | $109,413-11.1% | $156,263-37.8% | $84,808+14.7% |
| Participation rate | 69.7% | 72.7%-3.0pp | 78.9%-9.2pp | 68.3%+1.4pp |
| Annual return | 13.57% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,763 | $2,907-39.3% | $4,333-59.3% | $2,631-33.0% |
| Participant deferral / active EE | $4,642 | $4,590+1.1% | $6,158-24.6% | $4,212+10.2% |
| Admin fee / account holder | $3,408 | $9,357-63.6% | $14,255-76.1% | $7,344-53.6% |