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 | $69,489 | $48,364+43.7% | $71,796-3.2% | $62,891+10.5% |
| Participation rate | 56.5% | 60.6%-4.1pp | 69.1%-12.6pp | 69.3%-12.8pp |
| Annual return | 5.90% | 13.16%-7.3pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $955 | $1,042-8.3% | $1,924-50.4% | $2,281-58.1% |
| Participant deferral / active EE | $4,039 | $2,091+93.1% | $2,794+44.5% | $3,203+26.1% |
| Admin fee / account holder | $4,502 | $3,771+19.4% | $4,815-6.5% | $4,296+4.8% |