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 | $92,462 | $65,041+42.2% | $90,951+1.7% | $79,858+15.8% |
| Participation rate | 56.8% | 61.6%-4.8pp | 69.0%-12.3pp | 69.6%-12.9pp |
| Annual return | 15.25% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $373 | $1,247-70.1% | $2,122-82.4% | $2,471-84.9% |
| Participant deferral / active EE | $3,839 | $2,512+52.8% | $3,373+13.8% | $3,740+2.6% |
| Admin fee / account holder | $5,453 | $4,536+20.2% | $5,959-8.5% | $5,306+2.8% |