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 | $96,374 | $96,557-0.2% | $80,975+19.0% | $273,961-64.8% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 11.48% | 15.14%-3.7pp | 17.10%-5.6pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,913 | $4,868-60.7% | $3,714-48.5% | $4,869-60.7% |
| Participant deferral / active EE | $6,329 | $6,598-4.1% | $5,696+11.1% | $5,287+19.7% |
| Admin fee / account holder | $3,151 | $7,492-57.9% | $5,516-42.9% | $10,132-68.9% |