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 | $104,447 | $72,277+44.5% | $101,248+3.2% | $79,858+30.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 15.90% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $706 | $2,692-73.8% | $3,660-80.7% | $2,471-71.4% |
| Participant deferral / active EE | $3,913 | $3,282+19.2% | $4,370-10.5% | $3,740+4.6% |
| Admin fee / account holder | $5,052 | $4,400+14.8% | $5,945-15.0% | $5,306-4.8% |