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 | $104,573 | $60,349+73.3% | $74,183+41.0% | $62,891+66.3% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 11.20% | 21.37%-10.2pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $430 | $1,680-74.4% | $2,370-81.9% | $2,281-81.1% |
| Participant deferral / active EE | $4,419 | $2,856+54.7% | $3,550+24.5% | $3,203+38.0% |
| Admin fee / account holder | $1,012 | $4,261-76.2% | $5,586-81.9% | $4,296-76.4% |