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 | $123,498 | $101,724+21.4% | $164,813-25.1% | $80,856+52.7% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.6%-5.1pp |
| Annual return | 17.11% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,942 | $2,953+33.5% | $4,341-9.2% | $2,755+43.1% |
| Participant deferral / active EE | $8,083 | $4,477+80.5% | $6,031+34.0% | $4,296+88.2% |
| Admin fee / account holder | $11,218 | $8,227+36.3% | $12,690-11.6% | $6,918+62.2% |