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 | $105,362 | $135,952-22.5% | $123,892-15.0% | $273,961-61.5% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 21.40% | 56.63%-35.2pp | 47.52%-26.1pp | 41.45%-20.1pp |
| Employer contribution / active EE | $2,889 | $5,170-44.1% | $4,617-37.4% | $4,869-40.7% |
| Participant deferral / active EE | $4,890 | $6,343-22.9% | $5,984-18.3% | $5,287-7.5% |
| Admin fee / account holder | $760 | $9,817-92.3% | $8,357-90.9% | $10,132-92.5% |