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 | $119,939 | $86,286+39.0% | $111,297+7.8% | $85,850+39.7% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 24.73% | 19.99%+4.7pp | 54.65%-29.9pp | 318.53%-293.8pp |
| Employer contribution / active EE | $1,078 | $2,043-47.2% | $2,731-60.5% | $2,565-58.0% |
| Participant deferral / active EE | $3,290 | $3,641-9.6% | $4,487-26.7% | $3,952-16.7% |
| Admin fee / account holder | $1,090 | $8,188-86.7% | $7,964-86.3% | $6,260-82.6% |