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 | $96,962 | $109,881-11.8% | $150,045-35.4% | $84,808+14.3% |
| Participation rate | 60.6% | 76.1%-15.5pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 24.57% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $2,327 | $3,561-34.6% | $4,693-50.4% | $2,631-11.5% |
| Participant deferral / active EE | $6,431 | $6,636-3.1% | $7,997-19.6% | $4,212+52.7% |
| Admin fee / account holder | $377 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |