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 | $193,150 | $124,425+55.2% | $112,040+72.4% | $137,256+40.7% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.5%-14.6pp | 80.0%-18.1pp |
| Annual return | 16.46% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,552 | $3,411-25.2% | $2,954-13.6% | $4,156-38.6% |
| Participant deferral / active EE | $7,031 | $5,718+23.0% | $5,098+37.9% | $6,407+9.7% |
| Admin fee / account holder | $2,112 | $15,207-86.1% | $12,098-82.5% | $12,270-82.8% |