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 | $85,190 | $101,763-16.3% | $164,866-48.3% | $80,874+5.3% |
| Participation rate | 52.1% | 71.8%-19.7pp | 78.6%-26.5pp | 67.6%-15.6pp |
| Annual return | 14.78% | 16.73%-1.9pp | 69.97%-55.2pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,945 | $2,954-34.2% | $4,343-55.2% | $2,756-29.4% |
| Participant deferral / active EE | $3,286 | $4,477-26.6% | $6,033-45.5% | $4,297-23.5% |
| Admin fee / account holder | $5,443 | $8,228-33.8% | $12,689-57.1% | $6,935-21.5% |