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 | $133,716 | $91,552+46.1% | $133,956-0.2% | $79,858+67.4% |
| Participation rate | 64.6% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 15.35% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,770 | $2,384+16.2% | $3,919-29.3% | $2,471+12.1% |
| Participant deferral / active EE | $4,723 | $3,733+26.5% | $5,048-6.4% | $3,740+26.3% |
| Admin fee / account holder | $1,541 | $6,321-75.6% | $8,927-82.7% | $5,306-71.0% |