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 | $119,664 | $108,825+10.0% | $156,181-23.4% | $82,448+45.1% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 27.79% | 20.59%+7.2pp | 64.87%-37.1pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,633 | $2,870-43.1% | $4,294-62.0% | $2,551-36.0% |
| Participant deferral / active EE | $4,923 | $4,577+7.6% | $6,132-19.7% | $4,139+18.9% |
| Admin fee / account holder | $1,288 | $9,341-86.2% | $14,586-91.2% | $7,234-82.2% |