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 | $140,408 | $54,726+156.6% | $68,793+104.1% | $64,186+118.8% |
| Participation rate | 67.9% | 68.0%-0.2pp | 72.2%-4.4pp | 69.6%-1.7pp |
| Annual return | 4.52% | -1.62%+6.1pp | -4.63%+9.2pp | 7.63%-3.1pp |
| Employer contribution / active EE | $3,058 | $1,846+65.7% | $2,625+16.5% | $2,381+28.5% |
| Participant deferral / active EE | $7,348 | $2,626+179.8% | $3,311+121.9% | $3,470+111.8% |
| Admin fee / account holder | $7,590 | $4,027+88.5% | $5,131+47.9% | $4,888+55.3% |