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 | $67,483 | $73,933-8.7% | $96,683-30.2% | $75,163-10.2% |
| Participation rate | 45.3% | 66.4%-21.1pp | 74.3%-29.0pp | 67.2%-21.9pp |
| Annual return | 18.42% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,449 | $2,928+17.8% | $3,737-7.7% | $2,670+29.2% |
| Participant deferral / active EE | $2,662 | $3,659-27.2% | $4,878-45.4% | $4,125-35.5% |
| Admin fee / account holder | $4,087 | $5,216-21.6% | $6,730-39.3% | $5,651-27.7% |