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 | $109,645 | $78,672+39.4% | $109,143+0.5% | $85,850+27.7% |
| Participation rate | 56.4% | 68.3%-11.9pp | 75.9%-19.5pp | 69.3%-12.9pp |
| Annual return | 15.00% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,259 | $2,735+19.2% | $3,722-12.4% | $2,565+27.1% |
| Participant deferral / active EE | $4,792 | $3,467+38.2% | $4,653+3.0% | $3,952+21.3% |
| Admin fee / account holder | $1,499 | $5,469-72.6% | $6,752-77.8% | $6,260-76.1% |