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 | $92,068 | $72,492+27.0% | $87,100+5.7% | $72,985+26.1% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 16.22% | 24.46%-8.2pp | 28.19%-12.0pp | 81.00%-64.8pp |
| Employer contribution / active EE | $892 | $1,894-52.9% | $2,521-64.6% | $2,440-63.4% |
| Participant deferral / active EE | $3,343 | $3,270+2.2% | $4,049-17.4% | $3,607-7.3% |
| Admin fee / account holder | $11,111 | $5,055+119.8% | $7,497+48.2% | $5,124+116.8% |