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 | $124,937 | $109,881+13.7% | $150,045-16.7% | $84,808+47.3% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 19.46% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,470 | $3,561-30.7% | $4,693-47.4% | $2,631-6.1% |
| Participant deferral / active EE | $6,475 | $6,636-2.4% | $7,997-19.0% | $4,212+53.7% |
| Admin fee / account holder | $12,494 | $8,568+45.8% | $13,435-7.0% | $7,344+70.1% |