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 | $97,078 | $62,573+55.1% | $85,682+13.3% | $85,850+13.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 17.92% | 23.77%-5.8pp | 21.49%-3.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,778 | $1,757+1.2% | $2,618-32.1% | $2,565-30.7% |
| Participant deferral / active EE | $3,957 | $2,802+41.2% | $3,923+0.9% | $3,952+0.1% |
| Admin fee / account holder | $315 | $4,640-93.2% | $6,873-95.4% | $6,260-95.0% |