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 | $188,413 | $60,892+209.4% | $82,389+128.7% | $84,808+122.2% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 13.16% | 37.29%-24.1pp | 28.67%-15.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,597 | $1,779+45.9% | $2,517+3.2% | $2,631-1.3% |
| Participant deferral / active EE | $4,309 | $3,179+35.6% | $4,155+3.7% | $4,212+2.3% |
| Admin fee / account holder | $580 | $5,467-89.4% | $7,231-92.0% | $7,344-92.1% |