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 | $77,317 | $76,670+0.8% | $96,683-20.0% | $71,457+8.2% |
| Participation rate | 63.6% | 66.6%-2.9pp | 74.3%-10.7pp | 67.9%-4.3pp |
| Annual return | 14.84% | 48.29%-33.5pp | 35.69%-20.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,780 | $3,031-8.3% | $3,737-25.6% | $2,588+7.4% |
| Participant deferral / active EE | $6,277 | $3,771+66.5% | $4,878+28.7% | $4,289+46.4% |
| Admin fee / account holder | $11,883 | $2,028+485.9% | $6,730+76.6% | $1,587+648.6% |