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 | $54,588 | $135,952-59.8% | $123,892-55.9% | $273,961-80.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 17.74% | 56.63%-38.9pp | 47.52%-29.8pp | 41.45%-23.7pp |
| Employer contribution / active EE | $7,285 | $5,170+40.9% | $4,617+57.8% | $4,869+49.6% |
| Participant deferral / active EE | $8,205 | $6,343+29.4% | $5,984+37.1% | $5,287+55.2% |
| Admin fee / account holder | $323 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |