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 | $86,886 | $101,724-14.6% | $164,813-47.3% | $80,856+7.5% |
| Participation rate | 59.4% | 71.8%-12.5pp | 78.6%-19.2pp | 67.6%-8.3pp |
| Annual return | 37.83% | 16.72%+21.1pp | 69.93%-32.1pp | 35.59%+2.2pp |
| Employer contribution / active EE | $2,529 | $2,953-14.4% | $4,341-41.7% | $2,755-8.2% |
| Participant deferral / active EE | $5,712 | $4,477+27.6% | $6,031-5.3% | $4,296+33.0% |
| Admin fee / account holder | $1,944 | $8,227-76.4% | $12,690-84.7% | $6,918-71.9% |