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 | $183,714 | $99,985+83.7% | $146,665+25.3% | $85,850+114.0% |
| Participation rate | 67.7% | 73.1%-5.3pp | 80.1%-12.3pp | 69.3%-1.6pp |
| Annual return | 32.57% | 18.93%+13.6pp | 22.74%+9.8pp | 318.53%-286.0pp |
| Employer contribution / active EE | $2,812 | $2,559+9.9% | $4,136-32.0% | $2,565+9.6% |
| Participant deferral / active EE | $4,394 | $4,006+9.7% | $5,506-20.2% | $3,952+11.2% |
| Admin fee / account holder | $1,715 | $7,702-77.7% | $10,280-83.3% | $6,260-72.6% |