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 | $87,004 | $65,041+33.8% | $90,951-4.3% | $79,858+8.9% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.3pp |
| Annual return | 15.26% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,701 | $1,247+36.4% | $2,122-19.8% | $2,471-31.2% |
| Participant deferral / active EE | $5,570 | $2,512+121.7% | $3,373+65.1% | $3,740+48.9% |
| Admin fee / account holder | $2,527 | $4,536-44.3% | $5,959-57.6% | $5,306-52.4% |