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 | $81,729 | $99,985-18.3% | $146,665-44.3% | $85,850-4.8% |
| Participation rate | 69.2% | 73.1%-3.8pp | 80.1%-10.8pp | 69.3%-0.1pp |
| Annual return | 12.86% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,187 | $2,559+24.6% | $4,136-22.9% | $2,565+24.3% |
| Participant deferral / active EE | $4,589 | $4,006+14.6% | $5,506-16.7% | $3,952+16.1% |
| Admin fee / account holder | $864 | $7,702-88.8% | $10,280-91.6% | $6,260-86.2% |