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 | $89,155 | $58,851+51.5% | $115,157-22.6% | $72,985+22.2% |
| Participation rate | 44.2% | 65.5%-21.4pp | 75.9%-31.7pp | 69.5%-25.3pp |
| Annual return | 19.12% | 23.16%-4.0pp | 35.60%-16.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $985 | $1,798-45.2% | $3,179-69.0% | $2,440-59.6% |
| Participant deferral / active EE | $1,499 | $2,643-43.3% | $4,168-64.0% | $3,607-58.4% |
| Admin fee / account holder | $4,284 | $6,370-32.7% | $7,088-39.6% | $5,124-16.4% |