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 | $67,075 | $77,634-13.6% | $156,549-57.2% | $62,891+6.7% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 8.22% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,487 | $3,444-27.8% | $5,501-54.8% | $2,281+9.0% |
| Participant deferral / active EE | $3,869 | $3,045+27.0% | $4,871-20.6% | $3,203+20.8% |
| Admin fee / account holder | $6,414 | $5,561+15.3% | $13,027-50.8% | $4,296+49.3% |