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 | $84,009 | $80,968+3.8% | $96,544-13.0% | $75,163+11.8% |
| Participation rate | 60.9% | 71.8%-10.8pp | 76.0%-15.0pp | 67.2%-6.3pp |
| Annual return | 13.99% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,846 | $2,282-19.1% | $2,965-37.7% | $2,670-30.9% |
| Participant deferral / active EE | $3,538 | $3,928-9.9% | $4,851-27.1% | $4,125-14.2% |
| Admin fee / account holder | $5,499 | $6,724-18.2% | $8,252-33.4% | $5,651-2.7% |