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 | $84,158 | $58,851+43.0% | $115,157-26.9% | $72,985+15.3% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 30.47% | 23.16%+7.3pp | 35.60%-5.1pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,994 | $1,798+66.6% | $3,179-5.8% | $2,440+22.7% |
| Participant deferral / active EE | $5,127 | $2,643+94.0% | $4,168+23.0% | $3,607+42.1% |
| Admin fee / account holder | $964 | $6,370-84.9% | $7,088-86.4% | $5,124-81.2% |