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 | $129,644 | $152,587-15.0% | $125,175+3.6% | $152,861-15.2% |
| Participation rate | 69.6% | 83.3%-13.8pp | 79.8%-10.2pp | 82.4%-12.9pp |
| Annual return | 20.05% | 54.84%-34.8pp | 43.79%-23.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,842 | $4,946-42.5% | $3,865-26.5% | $4,762-40.3% |
| Participant deferral / active EE | $5,572 | $5,868-5.0% | $4,937+12.9% | $5,850-4.8% |
| Admin fee / account holder | $785 | $13,434-94.2% | $9,702-91.9% | $11,596-93.2% |