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 | $77,980 | $54,705+42.5% | $71,209+9.5% | $84,808-8.1% |
| Participation rate | 56.5% | 64.1%-7.5pp | 73.8%-17.2pp | 68.3%-11.8pp |
| Annual return | 16.97% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,406 | $2,158-34.8% | $2,721-48.3% | $2,631-46.5% |
| Participant deferral / active EE | $2,620 | $3,030-13.5% | $4,175-37.2% | $4,212-37.8% |
| Admin fee / account holder | $4,545 | $4,863-6.5% | $5,349-15.0% | $7,344-38.1% |