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 | $117,782 | $106,749+10.3% | $145,433-19.0% | $82,448+42.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 16.93% | 27.59%-10.7pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,346 | $3,444-2.9% | $4,554-26.5% | $2,551+31.2% |
| Participant deferral / active EE | $6,912 | $6,519+6.0% | $7,897-12.5% | $4,139+67.0% |
| Admin fee / account holder | $12,095 | $8,390+44.2% | $13,129-7.9% | $7,234+67.2% |