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 | $109,593 | $73,933+48.2% | $96,683+13.4% | $75,163+45.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 36.58% | 26.70%+9.9pp | 35.69%+0.9pp | 160.62%-124.0pp |
| Employer contribution / active EE | $1,853 | $2,928-36.7% | $3,737-50.4% | $2,670-30.6% |
| Participant deferral / active EE | $4,235 | $3,659+15.7% | $4,878-13.2% | $4,125+2.7% |
| Admin fee / account holder | $2,905 | $5,216-44.3% | $6,730-56.8% | $5,651-48.6% |