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 | $85,307 | $67,894+25.6% | $89,340-4.5% | $82,448+3.5% |
| Participation rate | 51.9% | 64.0%-12.1pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 13.31% | 19.21%-5.9pp | 20.57%-7.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,580 | $1,828+41.2% | $2,231+15.6% | $2,551+1.2% |
| Participant deferral / active EE | $4,528 | $3,072+47.4% | $3,823+18.4% | $4,139+9.4% |
| Admin fee / account holder | $10,614 | $5,723+85.5% | $6,704+58.3% | $7,234+46.7% |