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 | $89,683 | $72,492+23.7% | $87,100+3.0% | $72,985+22.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 17.48% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,206 | $1,894+16.5% | $2,521-12.5% | $2,440-9.6% |
| Participant deferral / active EE | $3,303 | $3,270+1.0% | $4,049-18.4% | $3,607-8.4% |
| Admin fee / account holder | $17,054 | $5,055+237.4% | $7,497+127.5% | $5,124+232.8% |