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 | $130,138 | $93,571+39.1% | $135,903-4.2% | $75,163+73.1% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.6pp | 67.2%-11.9pp |
| Annual return | 45.71% | 30.90%+14.8pp | 68.23%-22.5pp | 160.62%-114.9pp |
| Employer contribution / active EE | $1,637 | $3,537-53.7% | $4,856-66.3% | $2,670-38.7% |
| Participant deferral / active EE | $7,979 | $6,404+24.6% | $7,758+2.9% | $4,125+93.4% |
| Admin fee / account holder | $8,126 | $6,975+16.5% | $10,762-24.5% | $5,651+43.8% |