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 | $46,363 | $45,035+2.9% | $62,995-26.4% | $70,131-33.9% |
| Participation rate | 67.4% | 69.5%-2.1pp | 74.8%-7.4pp | 69.5%-2.1pp |
| Annual return | 18.75% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,314 | $2,051+12.8% | $2,759-16.1% | $2,342-1.2% |
| Participant deferral / active EE | $3,003 | $2,465+21.8% | $3,329-9.8% | $3,332-9.9% |
| Admin fee / account holder | $2,018 | $2,834-28.8% | $3,600-43.9% | $4,645-56.6% |