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 | $91,299 | $94,625-3.5% | $116,228-21.4% | $84,808+7.7% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.6%-21.4pp | 68.3%-15.2pp |
| Annual return | 18.66% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,257 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $2,863 | $3,972-27.9% | $4,953-42.2% | $4,212-32.0% |
| Admin fee / account holder | $1,283 | $10,091-87.3% | $11,989-89.3% | $7,344-82.5% |