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 | $134,753 | $94,625+42.4% | $116,228+15.9% | $84,808+58.9% |
| Participation rate | 61.4% | 70.4%-9.0pp | 74.6%-13.1pp | 68.3%-6.9pp |
| Annual return | 14.13% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,367 | $2,347-41.7% | $2,994-54.3% | $2,631-48.0% |
| Participant deferral / active EE | $3,879 | $3,972-2.3% | $4,953-21.7% | $4,212-7.9% |
| Admin fee / account holder | $5,634 | $10,091-44.2% | $11,989-53.0% | $7,344-23.3% |