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 | $164,904 | $101,724+62.1% | $164,813+0.1% | $80,856+103.9% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 19.81% | 16.72%+3.1pp | 69.93%-50.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,731 | $2,953+26.3% | $4,341-14.0% | $2,755+35.4% |
| Participant deferral / active EE | $7,451 | $4,477+66.4% | $6,031+23.5% | $4,296+73.5% |
| Admin fee / account holder | $2,860 | $8,227-65.2% | $12,690-77.5% | $6,918-58.7% |