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 | $60,231 | $66,402-9.3% | $109,895-45.2% | $85,850-29.8% |
| Participation rate | 51.2% | 63.9%-12.7pp | 74.2%-23.1pp | 69.3%-18.2pp |
| Annual return | 14.32% | 19.59%-5.3pp | 29.45%-15.1pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,016 | $1,687+19.5% | $2,842-29.1% | $2,565-21.4% |
| Participant deferral / active EE | $3,901 | $2,842+37.2% | $4,048-3.6% | $3,952-1.3% |
| Admin fee / account holder | $5,928 | $4,557+30.1% | $6,066-2.3% | $6,260-5.3% |