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 | $223,258 | $135,952+64.2% | $123,892+80.2% | $273,961-18.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 26.85% | 56.63%-29.8pp | 47.52%-20.7pp | 41.45%-14.6pp |
| Employer contribution / active EE | $4,592 | $5,170-11.2% | $4,617-0.5% | $4,869-5.7% |
| Participant deferral / active EE | $14,862 | $6,343+134.3% | $5,984+148.4% | $5,287+181.1% |
| Admin fee / account holder | $2,394 | $9,817-75.6% | $8,357-71.3% | $10,132-76.4% |