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 | $91,532 | $96,557-5.2% | $80,975+13.0% | $273,961-66.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 5.66% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,510 | $4,868-69.0% | $3,714-59.4% | $4,869-69.0% |
| Participant deferral / active EE | $4,313 | $6,598-34.6% | $5,696-24.3% | $5,287-18.4% |
| Admin fee / account holder | $6,412 | $7,492-14.4% | $5,516+16.2% | $10,132-36.7% |