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 | $78,524 | $81,460-3.6% | $103,333-24.0% | $80,856-2.9% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.6%-6.3pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,458 | $3,105+11.3% | $3,868-10.6% | $2,755+25.5% |
| Participant deferral / active EE | $7,419 | $3,869+91.8% | $5,057+46.7% | $4,296+72.7% |
| Admin fee / account holder | $9,858 | $6,566+50.1% | $8,355+18.0% | $6,918+42.5% |