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 | $119,466 | $68,547+74.3% | $120,354-0.7% | $80,856+47.8% |
| Participation rate | 61.4% | 61.6%-0.2pp | 71.9%-10.5pp | 67.6%-6.3pp |
| Annual return | 21.87% | 23.60%-1.7pp | 107.15%-85.3pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,334 | $2,051+13.8% | $3,463-32.6% | $2,755-15.3% |
| Participant deferral / active EE | $6,468 | $3,173+103.8% | $4,991+29.6% | $4,296+50.6% |
| Admin fee / account holder | $11,531 | $5,732+101.2% | $9,423+22.4% | $6,918+66.7% |