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 | $92,354 | $101,724-9.2% | $164,813-44.0% | $80,856+14.2% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.6%+0.1pp |
| Annual return | 15.02% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,249 | $2,953-23.9% | $4,341-48.2% | $2,755-18.4% |
| Participant deferral / active EE | $4,829 | $4,477+7.9% | $6,031-19.9% | $4,296+12.4% |
| Admin fee / account holder | $2,564 | $8,227-68.8% | $12,690-79.8% | $6,918-62.9% |