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 | $167,647 | $89,753+86.8% | $107,525+55.9% | $84,808+97.7% |
| Participation rate | 67.4% | 68.1%-0.6pp | 75.1%-7.7pp | 68.3%-0.9pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,683 | $3,113+18.3% | $3,754-1.9% | $2,631+40.0% |
| Participant deferral / active EE | $3,407 | $4,056-16.0% | $5,116-33.4% | $4,212-19.1% |
| Admin fee / account holder | $4,333 | $7,222-40.0% | $8,919-51.4% | $7,344-41.0% |