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 | $96,011 | $91,552+4.9% | $133,956-28.3% | $79,858+20.2% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.6%-0.6pp |
| Annual return | 16.21% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,741 | $2,384+15.0% | $3,919-30.1% | $2,471+10.9% |
| Participant deferral / active EE | $5,710 | $3,733+52.9% | $5,048+13.1% | $3,740+52.7% |
| Admin fee / account holder | $1,032 | $6,321-83.7% | $8,927-88.4% | $5,306-80.5% |