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 | $75,638 | $93,571-19.2% | $135,903-44.3% | $75,163+0.6% |
| Participation rate | 53.3% | 75.2%-21.8pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 18.74% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,665 | $3,537-24.7% | $4,856-45.1% | $2,670-0.2% |
| Participant deferral / active EE | $5,092 | $6,404-20.5% | $7,758-34.4% | $4,125+23.4% |
| Admin fee / account holder | $1,307 | $6,975-81.3% | $10,762-87.9% | $5,651-76.9% |