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 | $91,400 | $54,762+66.9% | $90,281+1.2% | $72,985+25.2% |
| Participation rate | 65.0% | 65.1%-0.1pp | 73.3%-8.3pp | 69.5%-4.5pp |
| Annual return | 20.04% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,317 | $2,092+58.5% | $2,854+16.2% | $2,440+36.0% |
| Participant deferral / active EE | $4,331 | $2,887+50.0% | $3,885+11.5% | $3,607+20.0% |
| Admin fee / account holder | $3,913 | $3,972-1.5% | $5,351-26.9% | $5,124-23.6% |