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 | $83,551 | $83,337+0.3% | $67,834+23.2% | $273,961-69.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 8.52% | 259.45%-250.9pp | 138.47%-130.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,666 | $3,287-49.3% | $2,403-30.7% | $4,869-65.8% |
| Participant deferral / active EE | $4,615 | $4,088+12.9% | $3,160+46.0% | $5,287-12.7% |
| Admin fee / account holder | $3,898 | $6,752-42.3% | $4,622-15.7% | $10,132-61.5% |