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 | $88,554 | $81,460+8.7% | $103,333-14.3% | $80,856+9.5% |
| Participation rate | 53.5% | 66.8%-13.4pp | 74.5%-21.0pp | 67.6%-14.1pp |
| Annual return | 13.09% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,188 | $3,105-61.7% | $3,868-69.3% | $2,755-56.9% |
| Participant deferral / active EE | $2,714 | $3,869-29.9% | $5,057-46.3% | $4,296-36.8% |
| Admin fee / account holder | $10,426 | $6,566+58.8% | $8,355+24.8% | $6,918+50.7% |