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 | $115,157 | $109,413+5.2% | $156,263-26.3% | $84,808+35.8% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 15.25% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,042 | $2,907-29.8% | $4,333-52.9% | $2,631-22.4% |
| Participant deferral / active EE | $8,651 | $4,590+88.5% | $6,158+40.5% | $4,212+105.4% |
| Admin fee / account holder | $10,821 | $9,357+15.6% | $14,255-24.1% | $7,344+47.3% |