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 | $114,597 | $94,625+21.1% | $116,228-1.4% | $84,808+35.1% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.6%-34.6pp | 68.3%-28.3pp |
| Annual return | 44.79% | 20.40%+24.4pp | 90.06%-45.3pp | 40.90%+3.9pp |
| Employer contribution / active EE | $1,825 | $2,347-22.2% | $2,994-39.1% | $2,631-30.6% |
| Participant deferral / active EE | $4,198 | $3,972+5.7% | $4,953-15.2% | $4,212-0.3% |
| Admin fee / account holder | $1,515 | $10,091-85.0% | $11,989-87.4% | $7,344-79.4% |