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 | $110,260 | $51,576+113.8% | $129,207-14.7% | $80,856+36.4% |
| Participation rate | 64.7% | 57.0%+7.7pp | 69.6%-4.9pp | 67.6%-2.9pp |
| Annual return | 21.11% | 20.81%+0.3pp | 9417.33%-9396.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,075 | $1,584+157.3% | $4,153-1.9% | $2,755+47.9% |
| Participant deferral / active EE | $8,357 | $2,669+213.2% | $4,168+100.5% | $4,296+94.6% |
| Admin fee / account holder | $864 | $4,305-79.9% | $7,715-88.8% | $6,918-87.5% |