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 | $97,386 | $62,672+55.4% | $185,117-47.4% | $70,131+38.9% |
| Participation rate | 51.7% | 63.8%-12.1pp | 77.3%-25.5pp | 69.5%-17.8pp |
| Annual return | 20.23% | 40.79%-20.6pp | 40.50%-20.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,857 | $1,753+5.9% | $4,182-55.6% | $2,342-20.7% |
| Participant deferral / active EE | $3,923 | $3,272+19.9% | $5,045-22.2% | $3,332+17.7% |
| Admin fee / account holder | $642 | $3,932-83.7% | $8,159-92.1% | $4,645-86.2% |