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 | $94,126 | $109,881-14.3% | $150,045-37.3% | $84,808+11.0% |
| Participation rate | 65.8% | 76.1%-10.3pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 19.47% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,996 | $3,561+12.2% | $4,693-14.9% | $2,631+51.9% |
| Participant deferral / active EE | $10,088 | $6,636+52.0% | $7,997+26.2% | $4,212+139.5% |
| Admin fee / account holder | $9,615 | $8,568+12.2% | $13,435-28.4% | $7,344+30.9% |