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 | $75,241 | $76,552-1.7% | $123,892-39.3% | $62,891+19.6% |
| Participation rate | 64.8% | 73.0%-8.2pp | 81.4%-16.6pp | 69.3%-4.5pp |
| Annual return | 8.52% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,590 | $2,883+24.5% | $4,617-22.2% | $2,281+57.4% |
| Participant deferral / active EE | $7,496 | $4,840+54.9% | $5,984+25.3% | $3,203+134.0% |
| Admin fee / account holder | $9,576 | $4,826+98.4% | $8,357+14.6% | $4,296+122.9% |