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 | $133,756 | $109,359+22.3% | $162,163-17.5% | $72,985+83.3% |
| Participation rate | 63.2% | 84.3%-21.1pp | 87.6%-24.4pp | 69.5%-6.3pp |
| Annual return | 25.75% | 25.46%+0.3pp | 115.59%-89.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,516 | $5,481-17.6% | $7,298-38.1% | $3,607+25.2% |
| Admin fee / account holder | $469 | $7,972-94.1% | $10,843-95.7% | $5,124-90.9% |