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 | $84,142 | $74,927+12.3% | $101,794-17.3% | $84,808-0.8% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 17.08% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,076 | $1,522+36.4% | $2,289-9.3% | $2,631-21.1% |
| Participant deferral / active EE | $5,385 | $3,099+73.7% | $4,084+31.8% | $4,212+27.9% |
| Admin fee / account holder | $902 | $6,514-86.2% | $8,777-89.7% | $7,344-87.7% |