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 | $119,204 | $138,562-14.0% | $246,525-51.6% | $116,875+2.0% |
| Participation rate | 40.6% | 72.8%-32.2pp | 82.0%-41.3pp | 74.5%-33.9pp |
| Annual return | 25.96% | 16.14%+9.8pp | 0.46%+25.5pp | 16.29%+9.7pp |
| Employer contribution / active EE | $1,725 | $4,835-64.3% | $7,467-76.9% | $3,288-47.5% |
| Participant deferral / active EE | $4,003 | $4,207-4.8% | $5,422-26.2% | $3,885+3.0% |
| Admin fee / account holder | $7,856 | $18,110-56.6% | $16,551-52.5% | $12,263-35.9% |