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 | $104,530 | $87,013+20.1% | $106,213-1.6% | $80,856+29.3% |
| Participation rate | 62.7% | 70.4%-7.7pp | 75.3%-12.5pp | 67.6%-4.9pp |
| Annual return | 11.61% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,377 | $2,395-0.8% | $3,171-25.1% | $2,755-13.7% |
| Participant deferral / active EE | $4,364 | $3,986+9.5% | $5,016-13.0% | $4,296+1.6% |
| Admin fee / account holder | $5,583 | $8,431-33.8% | $11,033-49.4% | $6,918-19.3% |