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 | $123,650 | $89,355+38.4% | $141,162-12.4% | $72,985+69.4% |
| Participation rate | 59.6% | 75.1%-15.5pp | 82.5%-22.9pp | 69.5%-9.9pp |
| Annual return | 20.31% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,354 | $3,114-24.4% | $4,735-50.3% | $2,440-3.5% |
| Participant deferral / active EE | $4,445 | $5,418-18.0% | $6,709-33.8% | $3,607+23.2% |
| Admin fee / account holder | $5,620 | $5,958-5.7% | $10,261-45.2% | $5,124+9.7% |