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 | $136,503 | $53,777+153.8% | $134,143+1.8% | $79,858+70.9% |
| Participation rate | 59.4% | 58.8%+0.6pp | 72.2%-12.8pp | 69.6%-10.3pp |
| Annual return | 16.23% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,350 | $1,321+77.8% | $3,704-36.6% | $2,471-4.9% |
| Participant deferral / active EE | $4,258 | $2,420+75.9% | $3,499+21.7% | $3,740+13.9% |
| Admin fee / account holder | $3,557 | $3,984-10.7% | $6,684-46.8% | $5,306-33.0% |