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 | $94,711 | $89,753+5.5% | $107,525-11.9% | $84,808+11.7% |
| Participation rate | 63.6% | 68.1%-4.4pp | 75.1%-11.4pp | 68.3%-4.7pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,992 | $3,113-36.0% | $3,754-46.9% | $2,631-24.3% |
| Participant deferral / active EE | $4,889 | $4,056+20.5% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $5,261 | $7,222-27.2% | $8,919-41.0% | $7,344-28.4% |