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 | $122,299 | $73,933+65.4% | $96,683+26.5% | $75,163+62.7% |
| Participation rate | 56.3% | 66.4%-10.1pp | 74.3%-18.0pp | 67.2%-10.9pp |
| Annual return | 17.44% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,687 | $2,928-8.2% | $3,737-28.1% | $2,670+0.7% |
| Participant deferral / active EE | $6,754 | $3,659+84.6% | $4,878+38.5% | $4,125+63.7% |
| Admin fee / account holder | $3,561 | $5,216-31.7% | $6,730-47.1% | $5,651-37.0% |