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 | $97,460 | $72,277+34.8% | $101,248-3.7% | $79,858+22.0% |
| Participation rate | 62.9% | 68.5%-5.6pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 14.86% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,235 | $2,692-54.1% | $3,660-66.3% | $2,471-50.0% |
| Participant deferral / active EE | $3,711 | $3,282+13.1% | $4,370-15.1% | $3,740-0.8% |
| Admin fee / account holder | $1,549 | $4,400-64.8% | $5,945-73.9% | $5,306-70.8% |