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 | $141,740 | $98,750+43.5% | $149,696-5.3% | $79,858+77.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 27.49% | 27.43%+0.1pp | 276.60%-249.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $3,073 | $3,216-4.4% | $4,644-33.8% | $2,471+24.4% |
| Participant deferral / active EE | $4,863 | $5,680-14.4% | $6,842-28.9% | $3,740+30.0% |
| Admin fee / account holder | $510 | $6,053-91.6% | $9,309-94.5% | $5,306-90.4% |