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 | $137,796 | $80,717+70.7% | $154,803-11.0% | $84,808+62.5% |
| Participation rate | 56.4% | 66.8%-10.4pp | 78.1%-21.7pp | 68.3%-11.9pp |
| Annual return | 18.03% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,460 | $2,761-47.1% | $4,305-66.1% | $2,631-44.5% |
| Participant deferral / active EE | $5,483 | $3,303+66.0% | $5,540-1.0% | $4,212+30.2% |
| Admin fee / account holder | $2,615 | $6,746-61.2% | $14,329-81.8% | $7,344-64.4% |