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 | $123,099 | $72,012+70.9% | $185,823-33.8% | $79,858+54.1% |
| Participation rate | 45.0% | 65.8%-20.8pp | 78.0%-33.0pp | 69.6%-24.6pp |
| Annual return | 25.80% | 23.12%+2.7pp | 35.95%-10.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,278 | $1,965+15.9% | $4,087-44.3% | $2,471-7.8% |
| Participant deferral / active EE | $4,709 | $3,779+24.6% | $5,632-16.4% | $3,740+25.9% |
| Admin fee / account holder | $980 | $4,513-78.3% | $9,500-89.7% | $5,306-81.5% |