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 | $75,539 | $81,460-7.3% | $103,333-26.9% | $80,856-6.6% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 13.57% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,737 | $3,105-44.1% | $3,868-55.1% | $2,755-36.9% |
| Participant deferral / active EE | $4,615 | $3,869+19.3% | $5,057-8.7% | $4,296+7.4% |
| Admin fee / account holder | $2,305 | $6,566-64.9% | $8,355-72.4% | $6,918-66.7% |