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 | $181,926 | $58,512+210.9% | $84,015+116.5% | $72,985+149.3% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 69.5%-4.8pp |
| Annual return | 22.19% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,313 | $1,163+12.9% | $1,983-33.8% | $2,440-46.2% |
| Participant deferral / active EE | $3,709 | $2,394+54.9% | $3,239+14.5% | $3,607+2.8% |
| Admin fee / account holder | $4,399 | $4,569-3.7% | $6,101-27.9% | $5,124-14.2% |