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 | $121,109 | $105,931+14.3% | $81,930+47.8% | $158,922-23.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 72.0%-2.8pp | 82.0%-12.7pp |
| Annual return | 13.84% | 38.17%-24.3pp | 29.49%-15.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,052 | $7,800-73.7% | $4,310-52.4% | $4,761-56.9% |
| Participant deferral / active EE | $4,557 | $13,003-65.0% | $7,107-35.9% | $5,982-23.8% |
| Admin fee / account holder | $349 | $8,489-95.9% | $5,158-93.2% | $11,246-96.9% |