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 | $89,893 | $72,012+24.8% | $185,823-51.6% | $79,858+12.6% |
| Participation rate | 43.6% | 65.8%-22.2pp | 78.0%-34.4pp | 69.6%-26.0pp |
| Annual return | 16.62% | 23.12%-6.5pp | 35.95%-19.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $978 | $1,965-50.2% | $4,087-76.1% | $2,471-60.4% |
| Participant deferral / active EE | $2,133 | $3,779-43.5% | $5,632-62.1% | $3,740-43.0% |
| Admin fee / account holder | $3,159 | $4,513-30.0% | $9,500-66.8% | $5,306-40.5% |