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 | $92,286 | $71,050+29.9% | $93,606-1.4% | $80,856+14.1% |
| Participation rate | 52.1% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 14.81% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,241 | $1,564-20.6% | $2,420-48.7% | $2,755-54.9% |
| Participant deferral / active EE | $3,435 | $4,034-14.8% | $4,411-22.1% | $4,296-20.0% |
| Admin fee / account holder | $673 | $6,945-90.3% | $8,285-91.9% | $6,918-90.3% |