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 | $127,190 | $110,257+15.4% | $96,544+31.7% | $139,434-8.8% |
| Participation rate | 68.2% | 78.1%-9.9pp | 76.0%-7.8pp | 80.3%-12.1pp |
| Annual return | 23.59% | 26.32%-2.7pp | 25.84%-2.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,377 | $3,620-34.3% | $2,965-19.8% | $4,751-50.0% |
| Participant deferral / active EE | $5,847 | $5,548+5.4% | $4,851+20.5% | $6,710-12.9% |
| Admin fee / account holder | $1,610 | $11,591-86.1% | $8,252-80.5% | $11,403-85.9% |