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 | $140,387 | $110,261+27.3% | $95,745+46.6% | $139,434+0.7% |
| Participation rate | 42.9% | 75.8%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 19.50% | 27.11%-7.6pp | 28.35%-8.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,657 | $3,257-49.1% | $2,835-41.5% | $4,751-65.1% |
| Participant deferral / active EE | $3,756 | $4,676-19.7% | $4,245-11.5% | $6,710-44.0% |
| Admin fee / account holder | $759 | $6,613-88.5% | $5,678-86.6% | $11,403-93.3% |