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 | $146,531 | $106,749+37.3% | $145,433+0.8% | $82,448+77.7% |
| Participation rate | 68.8% | 75.6%-6.9pp | 82.1%-13.4pp | 68.1%+0.7pp |
| Annual return | 14.37% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,592 | $3,444-53.8% | $4,554-65.1% | $2,551-37.6% |
| Participant deferral / active EE | $4,739 | $6,519-27.3% | $7,897-40.0% | $4,139+14.5% |
| Admin fee / account holder | $2,161 | $8,390-74.2% | $13,129-83.5% | $7,234-70.1% |