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 | $112,422 | $76,552+46.9% | $123,892-9.3% | $62,891+78.8% |
| Participation rate | 69.7% | 73.0%-3.3pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 8.93% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,730 | $2,883+29.4% | $4,617-19.2% | $2,281+63.5% |
| Participant deferral / active EE | $9,507 | $4,840+96.4% | $5,984+58.9% | $3,203+196.8% |
| Admin fee / account holder | $2,901 | $4,826-39.9% | $8,357-65.3% | $4,296-32.5% |