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 | $109,413+24.7% | $156,263-12.7% | $84,808+60.9% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 31.60% | 20.18%+11.4pp | 59.47%-27.9pp | 40.90%-9.3pp |
| Employer contribution / active EE | $4,080 | $2,907+40.4% | $4,333-5.8% | $2,631+55.1% |
| Participant deferral / active EE | $9,359 | $4,590+103.9% | $6,158+52.0% | $4,212+122.2% |
| Admin fee / account holder | $16,004 | $9,357+71.0% | $14,255+12.3% | $7,344+117.9% |