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 | $111,599 | $84,233+32.5% | $170,442-34.5% | $70,131+59.1% |
| Participation rate | 45.2% | 70.8%-25.6pp | 83.6%-38.4pp | 69.5%-24.3pp |
| Annual return | 31.75% | 23.06%+8.7pp | 205.93%-174.2pp | 73.14%-41.4pp |
| Employer contribution / active EE | $3,666 | $3,387+8.2% | $5,433-32.5% | $2,342+56.5% |
| Participant deferral / active EE | $4,053 | $3,086+31.4% | $4,939-17.9% | $3,332+21.7% |
| Admin fee / account holder | $5,073 | $5,698-11.0% | $13,880-63.5% | $4,645+9.2% |