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 | $79,033 | $60,892+29.8% | $82,389-4.1% | $84,808-6.8% |
| Participation rate | 62.2% | 63.3%-1.1pp | 69.5%-7.4pp | 68.3%-6.1pp |
| Annual return | 13.22% | 37.29%-24.1pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $953 | $1,779-46.5% | $2,517-62.1% | $2,631-63.8% |
| Participant deferral / active EE | $4,782 | $3,179+50.5% | $4,155+15.1% | $4,212+13.6% |
| Admin fee / account holder | $8,854 | $5,467+61.9% | $7,231+22.5% | $7,344+20.6% |