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 | $99,320 | $109,413-9.2% | $156,263-36.4% | $84,808+17.1% |
| Participation rate | 68.3% | 72.7%-4.4pp | 78.9%-10.7pp | 68.3%-0.1pp |
| Annual return | 14.06% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,046 | $2,907+4.8% | $4,333-29.7% | $2,631+15.8% |
| Participant deferral / active EE | $3,952 | $4,590-13.9% | $6,158-35.8% | $4,212-6.2% |
| Admin fee / account holder | $15,524 | $9,357+65.9% | $14,255+8.9% | $7,344+111.4% |