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 | $34,312 | $54,762-37.3% | $90,281-62.0% | $72,985-53.0% |
| Participation rate | 53.6% | 65.1%-11.6pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 21.45% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,778 | $2,092-15.1% | $2,854-37.7% | $2,440-27.1% |
| Participant deferral / active EE | $4,734 | $2,887+64.0% | $3,885+21.8% | $3,607+31.2% |
| Admin fee / account holder | $6,703 | $3,972+68.8% | $5,351+25.3% | $5,124+30.8% |