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 | $91,908 | $78,422+17.2% | $95,952-4.2% | $79,858+15.1% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 13.89% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,201 | $1,945-38.2% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $3,643 | $3,440+5.9% | $4,167-12.6% | $3,740-2.6% |
| Admin fee / account holder | $633 | $5,622-88.7% | $6,795-90.7% | $5,306-88.1% |