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 | $78,548 | $101,724-22.8% | $164,813-52.3% | $80,856-2.9% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 19.93% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,027 | $2,953+2.5% | $4,341-30.3% | $2,755+9.9% |
| Participant deferral / active EE | $3,249 | $4,477-27.4% | $6,031-46.1% | $4,296-24.4% |
| Admin fee / account holder | $7,442 | $8,227-9.5% | $12,690-41.4% | $6,918+7.6% |