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 | $141,886 | $106,584+33.1% | $101,326+40.0% | $142,382-0.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 13.06% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,677 | $3,956+18.2% | $3,665+27.6% | $4,299+8.8% |
| Participant deferral / active EE | $9,674 | $8,297+16.6% | $7,994+21.0% | $6,507+48.7% |
| Admin fee / account holder | $2,453 | $11,446-78.6% | $11,185-78.1% | $12,624-80.6% |