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 | $146,510 | $77,899+88.1% | $149,673-2.1% | $75,163+94.9% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 20.67% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,195 | $3,137+1.8% | $4,818-33.7% | $2,670+19.7% |
| Participant deferral / active EE | $6,401 | $3,411+87.7% | $5,680+12.7% | $4,125+55.2% |
| Admin fee / account holder | $2,286 | $5,956-61.6% | $13,210-82.7% | $5,651-59.5% |