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 5-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 | $111,060 | $109,881+1.1% | $150,045-26.0% | $84,808+31.0% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 24.08% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $6,050 | $3,561+69.9% | $4,693+28.9% | $2,631+130.0% |
| Participant deferral / active EE | $7,962 | $6,636+20.0% | $7,997-0.4% | $4,212+89.0% |
| Admin fee / account holder | $1,200 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |