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 | $112,594 | $73,933+52.3% | $96,683+16.5% | $75,163+49.8% |
| Participation rate | 54.2% | 66.4%-12.3pp | 74.3%-20.2pp | 67.2%-13.0pp |
| Annual return | 18.78% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,170 | $2,928-25.9% | $3,737-41.9% | $2,670-18.7% |
| Participant deferral / active EE | $4,146 | $3,659+13.3% | $4,878-15.0% | $4,125+0.5% |
| Admin fee / account holder | $739 | $5,216-85.8% | $6,730-89.0% | $5,651-86.9% |