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 | $121,466 | $91,190+33.2% | $178,490-31.9% | $79,858+52.1% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 13.96% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,232 | $3,256-31.5% | $5,011-55.5% | $2,471-9.7% |
| Participant deferral / active EE | $4,261 | $3,236+31.7% | $5,202-18.1% | $3,740+13.9% |
| Admin fee / account holder | $3,916 | $6,751-42.0% | $13,984-72.0% | $5,306-26.2% |