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 | $85,718 | $51,638+66.0% | $68,368+25.4% | $82,448+4.0% |
| Participation rate | 68.1% | 63.6%+4.5pp | 73.8%-5.7pp | 68.1%0pp |
| Annual return | 17.61% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,651 | $2,047+29.6% | $2,649+0.1% | $2,551+3.9% |
| Participant deferral / active EE | $5,536 | $2,914+90.0% | $4,123+34.3% | $4,139+33.7% |
| Admin fee / account holder | $2,571 | $4,643-44.6% | $5,150-50.1% | $7,234-64.5% |