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 | $119,226 | $53,127+124.4% | $86,590+37.7% | $70,131+70.0% |
| Participation rate | 54.9% | 65.3%-10.4pp | 73.5%-18.6pp | 69.5%-14.6pp |
| Annual return | 12.68% | 27.66%-15.0pp | 964.84%-952.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,207 | $2,068+6.7% | $2,839-22.3% | $2,342-5.8% |
| Participant deferral / active EE | $5,665 | $2,696+110.1% | $3,609+57.0% | $3,332+70.0% |
| Admin fee / account holder | $2,240 | $3,585-37.5% | $4,906-54.3% | $4,645-51.8% |