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 | $238,631 | $112,729+111.7% | $98,716+141.7% | $137,256+73.9% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 15.96% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,467 | $2,725-46.2% | $2,279-35.6% | $4,156-64.7% |
| Participant deferral / active EE | $4,182 | $4,640-9.9% | $4,048+3.3% | $6,407-34.7% |
| Admin fee / account holder | $1,866 | $10,129-81.6% | $8,703-78.6% | $12,270-84.8% |