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 | $74,532 | $80,673-7.6% | $101,326-26.4% | $84,808-12.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 21.24% | 38.95%-17.7pp | 36.82%-15.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,565 | $2,698+32.1% | $3,665-2.7% | $2,631+35.5% |
| Participant deferral / active EE | $7,882 | $6,840+15.2% | $7,994-1.4% | $4,212+87.1% |
| Admin fee / account holder | $7,173 | $12,784-43.9% | $11,185-35.9% | $7,344-2.3% |