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 | $99,411 | $72,277+37.5% | $101,248-1.8% | $79,858+24.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 19.46% | 22.30%-2.8pp | 46.47%-27.0pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,155 | $2,692-19.9% | $3,660-41.1% | $2,471-12.8% |
| Participant deferral / active EE | $3,561 | $3,282+8.5% | $4,370-18.5% | $3,740-4.8% |
| Admin fee / account holder | $2,222 | $4,400-49.5% | $5,945-62.6% | $5,306-58.1% |