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 | $103,980 | $65,365+59.1% | $92,893+11.9% | $72,985+42.5% |
| Participation rate | 32.4% | 68.3%-36.0pp | 76.0%-43.7pp | 69.5%-37.1pp |
| Annual return | 25.33% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,407 | $2,594-45.8% | $3,653-61.5% | $2,440-42.3% |
| Participant deferral / active EE | $2,487 | $3,128-20.5% | $4,236-41.3% | $3,607-31.1% |
| Admin fee / account holder | $3,846 | $4,251-9.5% | $5,794-33.6% | $5,124-25.0% |