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 | $233,003 | $135,952+71.4% | $123,892+88.1% | $273,961-15.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 14.10% | 56.63%-42.5pp | 47.52%-33.4pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,180 | $5,170-77.2% | $4,617-74.4% | $4,869-75.8% |
| Participant deferral / active EE | $4,923 | $6,343-22.4% | $5,984-17.7% | $5,287-6.9% |
| Admin fee / account holder | $9,834 | $9,817+0.2% | $8,357+17.7% | $10,132-2.9% |