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 | $80,943 | $71,057+13.9% | $93,654-13.6% | $80,874+0.1% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.3pp | 67.6%-15.2pp |
| Annual return | 28.80% | 11.26%+17.5pp | 133.34%-104.5pp | 35.62%-6.8pp |
| Employer contribution / active EE | $1,284 | $1,564-17.9% | $2,421-47.0% | $2,756-53.4% |
| Participant deferral / active EE | $3,405 | $4,034-15.6% | $4,413-22.8% | $4,297-20.8% |
| Admin fee / account holder | $3,397 | $6,944-51.1% | $8,282-59.0% | $6,935-51.0% |