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 | $62,496 | $96,557-35.3% | $80,975-22.8% | $273,961-77.2% |
| Participation rate | 69.2% | 79.1%-9.9pp | 75.8%-6.6pp | 83.0%-13.8pp |
| Annual return | 9.85% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,733 | $4,868-2.8% | $3,714+27.4% | $4,869-2.8% |
| Participant deferral / active EE | $8,060 | $6,598+22.2% | $5,696+41.5% | $5,287+52.5% |
| Admin fee / account holder | $331 | $7,492-95.6% | $5,516-94.0% | $10,132-96.7% |