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 | $107,452-27.0% | $91,541-14.3% | $142,382-44.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 17.06% | 22.06%-5.0pp | 20.50%-3.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,394 | $2,994-20.0% | $2,505-4.4% | $4,299-44.3% |
| Participant deferral / active EE | $4,620 | $4,754-2.8% | $4,008+15.3% | $6,507-29.0% |
| Admin fee / account holder | $310 | $8,834-96.5% | $6,956-95.5% | $12,624-97.5% |