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 | $87,020 | $109,881-20.8% | $150,045-42.0% | $84,808+2.6% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,007 | $3,561-43.6% | $4,693-57.2% | $2,631-23.7% |
| Participant deferral / active EE | $5,391 | $6,636-18.8% | $7,997-32.6% | $4,212+28.0% |
| Admin fee / account holder | $874 | $8,568-89.8% | $13,435-93.5% | $7,344-88.1% |