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 | $78,763 | $48,076+63.8% | $78,689+0.1% | $62,891+25.2% |
| Participation rate | 56.4% | 65.2%-8.8pp | 73.6%-17.2pp | 69.3%-12.9pp |
| Annual return | 9.13% | 31.35%-22.2pp | 62.18%-53.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,456 | $2,015-27.7% | $2,851-48.9% | $2,281-36.2% |
| Participant deferral / active EE | $3,135 | $2,588+21.2% | $3,517-10.8% | $3,203-2.1% |
| Admin fee / account holder | $2,533 | $3,207-21.0% | $4,510-43.8% | $4,296-41.0% |