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 | $118,946 | $77,314+53.8% | $177,989-33.2% | $80,856+47.1% |
| Participation rate | 69.8% | 65.7%+4.1pp | 77.1%-7.3pp | 67.6%+2.1pp |
| Annual return | 16.55% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,805 | $2,292+22.4% | $3,949-29.0% | $2,755+1.8% |
| Participant deferral / active EE | $7,066 | $4,411+60.2% | $6,276+12.6% | $4,296+64.5% |
| Admin fee / account holder | $1,844 | $7,191-74.4% | $10,363-82.2% | $6,918-73.3% |