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 | $73,627 | $89,355-17.6% | $141,162-47.8% | $72,985+0.9% |
| Participation rate | 56.4% | 75.1%-18.8pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 23.06% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,469 | $3,114-20.7% | $4,735-47.9% | $2,440+1.2% |
| Participant deferral / active EE | $5,976 | $5,418+10.3% | $6,709-10.9% | $3,607+65.7% |
| Admin fee / account holder | $4,705 | $5,958-21.0% | $10,261-54.1% | $5,124-8.2% |