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 | $68,833 | $55,706+23.6% | $75,886-9.3% | $72,985-5.7% |
| Participation rate | 40.7% | 61.1%-20.5pp | 69.3%-28.6pp | 69.5%-28.8pp |
| Annual return | 20.23% | 27.59%-7.4pp | 30.76%-10.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,286 | $1,687-23.7% | $2,500-48.6% | $2,440-47.3% |
| Participant deferral / active EE | $2,677 | $2,634+1.6% | $3,603-25.7% | $3,607-25.8% |
| Admin fee / account holder | $3,723 | $3,978-6.4% | $5,418-31.3% | $5,124-27.4% |