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 5-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 | $86,850 | $60,892+42.6% | $82,389+5.4% | $84,808+2.4% |
| Participation rate | 31.7% | 63.3%-31.6pp | 69.5%-37.9pp | 68.3%-36.6pp |
| Annual return | 17.15% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,089 | $1,779-38.8% | $2,517-56.7% | $2,631-58.6% |
| Participant deferral / active EE | $2,082 | $3,179-34.5% | $4,155-49.9% | $4,212-50.6% |
| Admin fee / account holder | $2,119 | $5,467-61.2% | $7,231-70.7% | $7,344-71.1% |