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 | $123,063 | $99,985+23.1% | $146,665-16.1% | $85,850+43.3% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 14.54% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,123 | $2,559-17.0% | $4,136-48.7% | $2,565-17.2% |
| Participant deferral / active EE | $6,078 | $4,006+51.7% | $5,506+10.4% | $3,952+53.8% |
| Admin fee / account holder | $5,783 | $7,702-24.9% | $10,280-43.7% | $6,260-7.6% |