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 | $56,385 | $78,672-28.3% | $109,143-48.3% | $85,850-34.3% |
| Participation rate | 68.0% | 68.3%-0.3pp | 75.9%-7.9pp | 69.3%-1.3pp |
| Annual return | 17.19% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,788 | $2,735+1.9% | $3,722-25.1% | $2,565+8.7% |
| Participant deferral / active EE | $4,211 | $3,467+21.4% | $4,653-9.5% | $3,952+6.6% |
| Admin fee / account holder | $538 | $5,469-90.2% | $6,752-92.0% | $6,260-91.4% |