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 | $89,549 | $65,365+37.0% | $92,893-3.6% | $72,985+22.7% |
| Participation rate | 52.2% | 68.3%-16.1pp | 76.0%-23.8pp | 69.5%-17.3pp |
| Annual return | 21.52% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $605 | $2,594-76.7% | $3,653-83.4% | $2,440-75.2% |
| Participant deferral / active EE | $2,419 | $3,128-22.7% | $4,236-42.9% | $3,607-32.9% |
| Admin fee / account holder | $5,129 | $4,251+20.7% | $5,794-11.5% | $5,124+0.1% |