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 | $107,835 | $162,781-33.8% | $133,956-19.5% | $158,922-32.1% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 22.57% | 41.94%-19.4pp | 45.09%-22.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $4,106 | $4,975-17.5% | $3,919+4.8% | $4,761-13.8% |
| Participant deferral / active EE | $9,398 | $5,911+59.0% | $5,048+86.2% | $5,982+57.1% |
| Admin fee / account holder | $11,536 | $11,736-1.7% | $8,927+29.2% | $11,246+2.6% |