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 | $95,227 | $73,933+28.8% | $96,683-1.5% | $75,163+26.7% |
| Participation rate | 38.9% | 66.4%-27.5pp | 74.3%-35.5pp | 67.2%-28.3pp |
| Annual return | 22.17% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,062 | $2,928-29.6% | $3,737-44.8% | $2,670-22.8% |
| Participant deferral / active EE | $4,678 | $3,659+27.9% | $4,878-4.1% | $4,125+13.4% |
| Admin fee / account holder | $9,632 | $5,216+84.7% | $6,730+43.1% | $5,651+70.4% |