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 | $91,289 | $65,365+39.7% | $92,893-1.7% | $72,985+25.1% |
| Participation rate | 43.6% | 68.3%-24.7pp | 76.0%-32.4pp | 69.5%-25.9pp |
| Annual return | 33.98% | 42.10%-8.1pp | 109.41%-75.4pp | 81.00%-47.0pp |
| Employer contribution / active EE | $1,448 | $2,594-44.2% | $3,653-60.4% | $2,440-40.7% |
| Participant deferral / active EE | $2,698 | $3,128-13.8% | $4,236-36.3% | $3,607-25.2% |
| Admin fee / account holder | $524 | $4,251-87.7% | $5,794-91.0% | $5,124-89.8% |