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 | $104,445 | $95,803+9.0% | $113,168-7.7% | $84,808+23.2% |
| Participation rate | 69.4% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.1pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,470 | $2,360-37.7% | $2,975-50.6% | $2,631-44.1% |
| Participant deferral / active EE | $3,084 | $4,242-27.3% | $5,107-39.6% | $4,212-26.8% |
| Admin fee / account holder | $2,079 | $8,989-76.9% | $12,068-82.8% | $7,344-71.7% |