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 | $134,902 | $58,523+130.5% | $99,443+35.7% | $72,985+84.8% |
| Participation rate | 68.8% | 64.6%+4.1pp | 73.8%-5.1pp | 69.5%-0.7pp |
| Annual return | 23.93% | 28.51%-4.6pp | 30.72%-6.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,102 | $1,512-27.1% | $2,540-56.6% | $2,440-54.8% |
| Participant deferral / active EE | $4,824 | $2,606+85.1% | $3,619+33.3% | $3,607+33.7% |
| Admin fee / account holder | $704 | $4,102-82.8% | $6,250-88.7% | $5,124-86.3% |