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 | $94,680 | $69,977+35.3% | $108,579-12.8% | $62,891+50.5% |
| Participation rate | 60.5% | 72.9%-12.4pp | 79.6%-19.1pp | 69.3%-8.8pp |
| Annual return | 7.60% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,704 | $2,135-20.2% | $3,758-54.6% | $2,281-25.3% |
| Participant deferral / active EE | $2,798 | $3,165-11.6% | $4,311-35.1% | $3,203-12.7% |
| Admin fee / account holder | $1,440 | $5,076-71.6% | $7,645-81.2% | $4,296-66.5% |