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 | $90,841 | $78,926+15.1% | $136,749-33.6% | $84,808+7.1% |
| Participation rate | 68.8% | 62.2%+6.6pp | 72.1%-3.4pp | 68.3%+0.4pp |
| Annual return | 13.38% | 18.17%-4.8pp | 24.33%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,614 | $2,134+69.3% | $3,400+6.3% | $2,631+37.3% |
| Participant deferral / active EE | $3,986 | $3,168+25.8% | $4,692-15.1% | $4,212-5.4% |
| Admin fee / account holder | $9,350 | $6,369+46.8% | $11,386-17.9% | $7,344+27.3% |