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 | $135,565 | $108,825+24.6% | $156,181-13.2% | $82,448+64.4% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 17.74% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,488 | $2,870+56.4% | $4,294+4.5% | $2,551+75.9% |
| Participant deferral / active EE | $4,560 | $4,577-0.4% | $6,132-25.6% | $4,139+10.2% |
| Admin fee / account holder | $549 | $9,341-94.1% | $14,586-96.2% | $7,234-92.4% |