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 | $104,543 | $78,926+32.5% | $136,749-23.6% | $84,808+23.3% |
| Participation rate | 54.1% | 62.2%-8.1pp | 72.1%-18.1pp | 68.3%-14.3pp |
| Annual return | 12.79% | 18.17%-5.4pp | 24.33%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,475 | $2,134-30.9% | $3,400-56.6% | $2,631-43.9% |
| Participant deferral / active EE | $3,811 | $3,168+20.3% | $4,692-18.8% | $4,212-9.5% |
| Admin fee / account holder | $7,518 | $6,369+18.0% | $11,386-34.0% | $7,344+2.4% |