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 | $96,054 | $62,573+53.5% | $85,682+12.1% | $85,850+11.9% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.9%-34.3pp | 69.3%-33.8pp |
| Annual return | 13.25% | 23.77%-10.5pp | 21.49%-8.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,084 | $1,757-38.3% | $2,618-58.6% | $2,565-57.7% |
| Participant deferral / active EE | $2,128 | $2,802-24.1% | $3,923-45.7% | $3,952-46.1% |
| Admin fee / account holder | $1,565 | $4,640-66.3% | $6,873-77.2% | $6,260-75.0% |