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 | $96,628 | $127,264-24.1% | $109,895-12.1% | $167,490-42.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 18.60% | 22.97%-4.4pp | 29.45%-10.9pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,476 | $3,322-25.5% | $2,842-12.9% | $4,837-48.8% |
| Participant deferral / active EE | $4,140 | $4,514-8.3% | $4,048+2.3% | $6,341-34.7% |
| Admin fee / account holder | $5,708 | $7,114-19.8% | $6,066-5.9% | $12,309-53.6% |