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 | $81,521 | $65,041+25.3% | $90,951-10.4% | $79,858+2.1% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 39.00% | 30.45%+8.5pp | 134.60%-95.6pp | 31.71%+7.3pp |
| Employer contribution / active EE | $2,245 | $1,247+80.0% | $2,122+5.8% | $2,471-9.1% |
| Participant deferral / active EE | $5,393 | $2,512+114.7% | $3,373+59.9% | $3,740+44.2% |
| Admin fee / account holder | $816 | $4,536-82.0% | $5,959-86.3% | $5,306-84.6% |