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 | $81,350 | $58,627+38.8% | $76,735+6.0% | $82,448-1.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 13.22% | 39.10%-25.9pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,527 | $1,729-11.7% | $2,454-37.8% | $2,551-40.1% |
| Participant deferral / active EE | $3,669 | $3,134+17.1% | $4,088-10.3% | $4,139-11.4% |
| Admin fee / account holder | $9,507 | $5,323+78.6% | $7,189+32.2% | $7,234+31.4% |