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 | $92,059 | $106,584-13.6% | $101,326-9.1% | $142,382-35.3% |
| Participation rate | 69.2% | 82.7%-13.5pp | 81.5%-12.3pp | 80.1%-10.9pp |
| Annual return | 17.66% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,872 | $3,956-2.1% | $3,665+5.6% | $4,299-9.9% |
| Participant deferral / active EE | $13,865 | $8,297+67.1% | $7,994+73.4% | $6,507+113.1% |
| Admin fee / account holder | $7,608 | $11,446-33.5% | $11,185-32.0% | $12,624-39.7% |