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 | $118,958 | $109,881+8.3% | $150,045-20.7% | $84,808+40.3% |
| Participation rate | 69.7% | 76.1%-6.4pp | 82.3%-12.6pp | 68.3%+1.4pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,927 | $3,561-45.9% | $4,693-58.9% | $2,631-26.8% |
| Participant deferral / active EE | $4,178 | $6,636-37.0% | $7,997-47.8% | $4,212-0.8% |
| Admin fee / account holder | $1,503 | $8,568-82.5% | $13,435-88.8% | $7,344-79.5% |