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 | $89,960 | $81,460+10.4% | $103,333-12.9% | $80,856+11.3% |
| Participation rate | 51.2% | 66.8%-15.7pp | 74.5%-23.3pp | 67.6%-16.5pp |
| Annual return | 28.46% | 25.55%+2.9pp | 24.88%+3.6pp | 35.59%-7.1pp |
| Employer contribution / active EE | $2,537 | $3,105-18.3% | $3,868-34.4% | $2,755-7.9% |
| Participant deferral / active EE | $6,658 | $3,869+72.1% | $5,057+31.6% | $4,296+55.0% |
| Admin fee / account holder | $5,817 | $6,566-11.4% | $8,355-30.4% | $6,918-15.9% |