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 | $97,057 | $81,460+19.1% | $103,333-6.1% | $80,856+20.0% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 17.14% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,932 | $3,105-37.8% | $3,868-50.0% | $2,755-29.9% |
| Participant deferral / active EE | $4,353 | $3,869+12.5% | $5,057-13.9% | $4,296+1.3% |
| Admin fee / account holder | $4,738 | $6,566-27.8% | $8,355-43.3% | $6,918-31.5% |