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 | $156,918 | $60,349+160.0% | $74,183+111.5% | $62,891+149.5% |
| Participation rate | 60.7% | 72.7%-12.0pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 6.52% | 21.37%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,955 | $1,680+16.4% | $2,370-17.5% | $2,281-14.3% |
| Participant deferral / active EE | $3,982 | $2,856+39.4% | $3,550+12.2% | $3,203+24.3% |
| Admin fee / account holder | $9,345 | $4,261+119.3% | $5,586+67.3% | $4,296+117.5% |