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 | $88,054 | $90,745-3.0% | $130,231-32.4% | $75,163+17.2% |
| Participation rate | 61.4% | 71.1%-9.7pp | 76.3%-14.9pp | 67.2%-5.8pp |
| Annual return | 17.94% | 34.45%-16.5pp | 38.77%-20.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,700 | $3,314-18.5% | $4,126-34.6% | $2,670+1.1% |
| Participant deferral / active EE | $6,793 | $5,362+26.7% | $6,799-0.1% | $4,125+64.7% |
| Admin fee / account holder | $3,631 | $6,331-42.7% | $6,020-39.7% | $5,651-35.8% |