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 | $120,760 | $117,983+2.4% | $101,794+18.6% | $142,382-15.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 13.95% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,818 | $2,773+73.8% | $2,289+110.5% | $4,299+12.1% |
| Participant deferral / active EE | $8,411 | $4,714+78.4% | $4,084+105.9% | $6,507+29.3% |
| Admin fee / account holder | $17,402 | $10,433+66.8% | $8,777+98.3% | $12,624+37.9% |