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 | $78,482 | $102,245-23.2% | $89,340-12.2% | $137,256-42.8% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 17.06% | 21.89%-4.8pp | 20.57%-3.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,394 | $2,529-5.3% | $2,231+7.3% | $4,156-42.4% |
| Participant deferral / active EE | $4,620 | $4,436+4.1% | $3,823+20.9% | $6,407-27.9% |
| Admin fee / account holder | $310 | $8,085-96.2% | $6,704-95.4% | $12,270-97.5% |