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 | $83,744 | $89,753-6.7% | $107,525-22.1% | $84,808-1.3% |
| Participation rate | 57.6% | 68.1%-10.5pp | 75.1%-17.5pp | 68.3%-10.7pp |
| Annual return | 14.00% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,048 | $3,113-2.1% | $3,754-18.8% | $2,631+15.9% |
| Participant deferral / active EE | $4,042 | $4,056-0.3% | $5,116-21.0% | $4,212-4.0% |
| Admin fee / account holder | $6,657 | $7,222-7.8% | $8,919-25.4% | $7,344-9.3% |