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 | $116,678 | $56,110+107.9% | $94,993+22.8% | $70,131+66.4% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.9%-15.1pp | 69.5%-10.7pp |
| Annual return | 14.50% | 51.02%-36.5pp | 27.12%-12.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $537 | $1,442-62.8% | $2,603-79.4% | $2,342-77.1% |
| Participant deferral / active EE | $3,643 | $2,391+52.4% | $3,317+9.8% | $3,332+9.3% |
| Admin fee / account holder | $4,492 | $3,456+30.0% | $4,960-9.4% | $4,645-3.3% |