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 | $93,900 | $93,346+0.6% | $71,796+30.8% | $273,961-65.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 7.59% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,337 | $2,733-51.1% | $1,924-30.5% | $4,869-72.5% |
| Participant deferral / active EE | $2,170 | $3,475-37.5% | $2,794-22.3% | $5,287-59.0% |
| Admin fee / account holder | $2,014 | $6,571-69.4% | $4,815-58.2% | $10,132-80.1% |