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 | $119,556 | $78,672+52.0% | $109,143+9.5% | $85,850+39.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 19.87% | 25.09%-5.2pp | 25.75%-5.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $2,615 | $2,735-4.4% | $3,722-29.7% | $2,565+1.9% |
| Participant deferral / active EE | $5,805 | $3,467+67.4% | $4,653+24.8% | $3,952+46.9% |
| Admin fee / account holder | $1,897 | $5,469-65.3% | $6,752-71.9% | $6,260-69.7% |