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 | $108,915 | $73,933+47.3% | $96,683+12.7% | $75,163+44.9% |
| Participation rate | 35.4% | 66.4%-31.0pp | 74.3%-38.9pp | 67.2%-31.8pp |
| Annual return | 20.15% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,204 | $2,928-58.9% | $3,737-67.8% | $2,670-54.9% |
| Participant deferral / active EE | $3,297 | $3,659-9.9% | $4,878-32.4% | $4,125-20.1% |
| Admin fee / account holder | $6,726 | $5,216+28.9% | $6,7300% | $5,651+19.0% |