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 | $73,851 | $85,766-13.9% | $136,294-45.8% | $70,131+5.3% |
| Participation rate | 66.0% | 74.2%-8.2pp | 81.9%-15.9pp | 69.5%-3.5pp |
| Annual return | 19.76% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,797 | $2,966-39.4% | $4,695-61.7% | $2,342-23.3% |
| Participant deferral / active EE | $6,045 | $5,051+19.7% | $6,247-3.2% | $3,332+81.5% |
| Admin fee / account holder | $1,770 | $5,420-67.4% | $9,243-80.9% | $4,645-61.9% |