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 | $191,977 | $111,754+71.8% | $103,333+85.8% | $145,922+31.6% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 25.46% | 24.77%+0.7pp | 24.88%+0.6pp | 561.29%-535.8pp |
| Employer contribution / active EE | $3,267 | $4,212-22.4% | $3,868-15.5% | $4,660-29.9% |
| Participant deferral / active EE | $5,519 | $5,619-1.8% | $5,057+9.1% | $6,688-17.5% |
| Admin fee / account holder | $938 | $9,750-90.4% | $8,355-88.8% | $13,397-93.0% |