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 | $127,493 | $100,773+26.5% | $88,946+43.3% | $142,382-10.5% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 16.96% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $971 | $2,918-66.7% | $2,555-62.0% | $4,299-77.4% |
| Participant deferral / active EE | $1,907 | $5,230-63.5% | $4,581-58.4% | $6,507-70.7% |
| Admin fee / account holder | $3,928 | $9,693-59.5% | $8,261-52.5% | $12,624-68.9% |