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 | $88,364 | $72,492+21.9% | $87,100+1.5% | $72,985+21.1% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 23.29% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $766 | $1,894-59.5% | $2,521-69.6% | $2,440-68.6% |
| Participant deferral / active EE | $3,500 | $3,270+7.1% | $4,049-13.5% | $3,607-3.0% |
| Admin fee / account holder | $1,129 | $5,055-77.7% | $7,497-84.9% | $5,124-78.0% |