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 | $86,802 | $109,881-21.0% | $150,045-42.1% | $84,808+2.4% |
| Participation rate | 53.5% | 76.1%-22.6pp | 82.3%-28.8pp | 68.3%-14.8pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,559 | $3,561-56.2% | $4,693-66.8% | $2,631-40.8% |
| Participant deferral / active EE | $3,597 | $6,636-45.8% | $7,997-55.0% | $4,212-14.6% |
| Admin fee / account holder | $8,018 | $8,568-6.4% | $13,435-40.3% | $7,344+9.2% |