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 | $80,447 | $73,933+8.8% | $96,683-16.8% | $75,163+7.0% |
| Participation rate | 51.1% | 66.4%-15.4pp | 74.3%-23.3pp | 67.2%-16.1pp |
| Annual return | 22.57% | 26.70%-4.1pp | 35.69%-13.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $4,010 | $2,928+37.0% | $3,737+7.3% | $2,670+50.2% |
| Participant deferral / active EE | $3,162 | $3,659-13.6% | $4,878-35.2% | $4,125-23.4% |
| Admin fee / account holder | $983 | $5,216-81.2% | $6,730-85.4% | $5,651-82.6% |