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 5-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 | $91,940 | $117,983-22.1% | $101,794-9.7% | $142,382-35.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 25.17% | 36.92%-11.8pp | 30.53%-5.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,954 | $2,773-29.5% | $2,289-14.6% | $4,299-54.6% |
| Participant deferral / active EE | $8,825 | $4,714+87.2% | $4,084+116.1% | $6,507+35.6% |
| Admin fee / account holder | $337 | $10,433-96.8% | $8,777-96.2% | $12,624-97.3% |