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 | $91,664 | $139,421-34.3% | $239,577-61.7% | $116,462-21.3% |
| Participation rate | 61.0% | 75.0%-14.0pp | 82.1%-21.1pp | 74.7%-13.7pp |
| Annual return | 14.01% | 15.58%-1.6pp | -0.70%+14.7pp | 15.65%-1.6pp |
| Employer contribution / active EE | $2,789 | $4,487-37.9% | $7,232-61.4% | $3,231-13.7% |
| Participant deferral / active EE | $7,431 | $4,296+73.0% | $5,676+30.9% | $3,836+93.7% |
| Admin fee / account holder | $509 | $21,515-97.6% | $19,315-97.4% | $12,754-96.0% |