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 | $110,642 | $109,881+0.7% | $150,045-26.3% | $84,808+30.5% |
| Participation rate | 57.8% | 76.1%-18.3pp | 82.3%-24.5pp | 68.3%-10.5pp |
| Annual return | 15.31% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,498 | $3,561-1.8% | $4,693-25.5% | $2,631+33.0% |
| Participant deferral / active EE | $9,696 | $6,636+46.1% | $7,997+21.2% | $4,212+130.2% |
| Admin fee / account holder | $6,344 | $8,568-26.0% | $13,435-52.8% | $7,344-13.6% |