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 | $83,290 | $99,985-16.7% | $146,665-43.2% | $85,850-3.0% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 15.96% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,169 | $2,559-54.3% | $4,136-71.7% | $2,565-54.4% |
| Participant deferral / active EE | $4,678 | $4,006+16.8% | $5,506-15.0% | $3,952+18.4% |
| Admin fee / account holder | $517 | $7,702-93.3% | $10,280-95.0% | $6,260-91.7% |