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 | $36,770 | $106,584-65.5% | $101,326-63.7% | $142,382-74.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 22.24% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,252 | $3,956+32.8% | $3,665+43.3% | $4,299+22.2% |
| Participant deferral / active EE | $7,337 | $8,297-11.6% | $7,994-8.2% | $6,507+12.7% |
| Admin fee / account holder | $9,543 | $11,446-16.6% | $11,185-14.7% | $12,624-24.4% |