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 | $86,327 | $50,972+69.4% | $88,538-2.5% | $72,985+18.3% |
| Participation rate | 55.9% | 63.4%-7.5pp | 68.7%-12.8pp | 69.5%-13.6pp |
| Annual return | 23.28% | 29.62%-6.3pp | 43.64%-20.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $362 | $1,475-75.5% | $2,098-82.8% | $2,440-85.2% |
| Participant deferral / active EE | $3,203 | $2,230+43.6% | $2,914+9.9% | $3,607-11.2% |
| Admin fee / account holder | $4,061 | $3,230+25.7% | $4,310-5.8% | $5,124-20.8% |