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 | $102,055 | $76,552+33.3% | $123,892-17.6% | $62,891+62.3% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-15.9pp | 69.3%-3.8pp |
| Annual return | 8.09% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,149 | $2,883-25.4% | $4,617-53.4% | $2,281-5.8% |
| Participant deferral / active EE | $7,344 | $4,840+51.7% | $5,984+22.7% | $3,203+129.3% |
| Admin fee / account holder | $2,860 | $4,826-40.7% | $8,357-65.8% | $4,296-33.4% |