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 | $136,461 | $108,825+25.4% | $156,181-12.6% | $82,448+65.5% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 31.60% | 20.59%+11.0pp | 64.87%-33.3pp | 41.64%-10.0pp |
| Employer contribution / active EE | $4,080 | $2,870+42.2% | $4,294-5.0% | $2,551+60.0% |
| Participant deferral / active EE | $9,359 | $4,577+104.5% | $6,132+52.6% | $4,139+126.1% |
| Admin fee / account holder | $16,004 | $9,341+71.3% | $14,586+9.7% | $7,234+121.2% |