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 | $77,377 | $78,422-1.3% | $95,952-19.4% | $79,858-3.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 11.25% | 19.37%-8.1pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $931 | $1,945-52.1% | $2,541-63.4% | $2,471-62.3% |
| Participant deferral / active EE | $3,497 | $3,440+1.7% | $4,167-16.1% | $3,740-6.5% |
| Admin fee / account holder | $7,836 | $5,622+39.4% | $6,795+15.3% | $5,306+47.7% |