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 | $136,977 | $109,881+24.7% | $150,045-8.7% | $84,808+61.5% |
| Participation rate | 67.7% | 76.1%-8.3pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 17.20% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,794 | $3,561+6.5% | $4,693-19.2% | $2,631+44.2% |
| Participant deferral / active EE | $9,955 | $6,636+50.0% | $7,997+24.5% | $4,212+136.4% |
| Admin fee / account holder | $10,020 | $8,568+16.9% | $13,435-25.4% | $7,344+36.4% |