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 | $126,057 | $84,233+49.7% | $170,442-26.0% | $70,131+79.7% |
| Participation rate | 64.1% | 70.8%-6.7pp | 83.6%-19.5pp | 69.5%-5.4pp |
| Annual return | 26.39% | 23.06%+3.3pp | 205.93%-179.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $2,039 | $3,387-39.8% | $5,433-62.5% | $2,342-13.0% |
| Participant deferral / active EE | $4,920 | $3,086+59.5% | $4,939-0.4% | $3,332+47.7% |
| Admin fee / account holder | $779 | $5,698-86.3% | $13,880-94.4% | $4,645-83.2% |