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 | $135,384 | $59,839+126.2% | $81,983+65.1% | $79,858+69.5% |
| Participation rate | 43.8% | 61.6%-17.9pp | 69.2%-25.5pp | 69.6%-25.9pp |
| Annual return | 19.70% | 17.56%+2.1pp | 41.31%-21.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,316 | $1,713-23.2% | $2,498-47.3% | $2,471-46.8% |
| Participant deferral / active EE | $1,699 | $2,695-37.0% | $3,722-54.4% | $3,740-54.6% |
| Admin fee / account holder | $5,038 | $4,287+17.5% | $5,664-11.0% | $5,306-5.1% |