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 | $97,980 | $74,927+30.8% | $101,794-3.7% | $84,808+15.5% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.2%-16.4pp | 68.3%-15.5pp |
| Annual return | 12.57% | 18.70%-6.1pp | 30.53%-18.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $829 | $1,522-45.5% | $2,289-63.8% | $2,631-68.5% |
| Participant deferral / active EE | $2,726 | $3,099-12.0% | $4,084-33.3% | $4,212-35.3% |
| Admin fee / account holder | $3,679 | $6,514-43.5% | $8,777-58.1% | $7,344-49.9% |