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 | $117,959 | $93,571+26.1% | $135,903-13.2% | $75,163+56.9% |
| Participation rate | 68.4% | 75.2%-6.8pp | 81.9%-13.5pp | 67.2%+1.2pp |
| Annual return | 19.12% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,544 | $3,537-28.1% | $4,856-47.6% | $2,670-4.7% |
| Participant deferral / active EE | $5,166 | $6,404-19.3% | $7,758-33.4% | $4,125+25.2% |
| Admin fee / account holder | $4,246 | $6,975-39.1% | $10,762-60.5% | $5,651-24.9% |