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 | $86,789 | $106,749-18.7% | $145,433-40.3% | $82,448+5.3% |
| Participation rate | 65.6% | 75.6%-10.0pp | 82.1%-16.5pp | 68.1%-2.4pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,021 | $3,444-41.3% | $4,554-55.6% | $2,551-20.8% |
| Participant deferral / active EE | $4,027 | $6,519-38.2% | $7,897-49.0% | $4,139-2.7% |
| Admin fee / account holder | $4,381 | $8,390-47.8% | $13,129-66.6% | $7,234-39.4% |