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 | $80,271 | $86,929-7.7% | $102,423-21.6% | $80,856-0.7% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-4.9pp |
| Annual return | 12.55% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,077 | $2,369-54.6% | $3,023-64.4% | $2,755-60.9% |
| Participant deferral / active EE | $7,015 | $4,118+70.3% | $5,053+38.8% | $4,296+63.3% |
| Admin fee / account holder | $1,787 | $8,049-77.8% | $9,451-81.1% | $6,918-74.2% |