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 4-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 | $110,252 | $89,753+22.8% | $107,525+2.5% | $84,808+30.0% |
| Participation rate | 61.8% | 68.1%-6.3pp | 75.1%-13.3pp | 68.3%-6.5pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,900 | $3,113+57.4% | $3,754+30.5% | $2,631+86.2% |
| Participant deferral / active EE | $8,265 | $4,056+103.8% | $5,116+61.6% | $4,212+96.2% |
| Admin fee / account holder | $10,949 | $7,222+51.6% | $8,919+22.8% | $7,344+49.1% |