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 | $108,535 | $68,719+57.9% | $91,541+18.6% | $84,808+28.0% |
| Participation rate | 64.8% | 64.5%+0.3pp | 69.8%-5.0pp | 68.3%-3.5pp |
| Annual return | 26.11% | 19.12%+7.0pp | 20.50%+5.6pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,492 | $1,920+29.8% | $2,505-0.5% | $2,631-5.3% |
| Participant deferral / active EE | $5,194 | $3,136+65.6% | $4,008+29.6% | $4,212+23.3% |
| Admin fee / account holder | $830 | $5,786-85.7% | $6,956-88.1% | $7,344-88.7% |