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 | $74,161 | $163,101-54.5% | $136,749-45.8% | $142,382-47.9% |
| Participation rate | 69.6% | 78.2%-8.7pp | 72.1%-2.6pp | 80.1%-10.6pp |
| Annual return | 14.02% | 27.54%-13.5pp | 24.33%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,758 | $4,117-33.0% | $3,400-18.9% | $4,299-35.8% |
| Participant deferral / active EE | $6,768 | $5,585+21.2% | $4,692+44.2% | $6,507+4.0% |
| Admin fee / account holder | $5,260 | $14,318-63.3% | $11,386-53.8% | $12,624-58.3% |