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 | $147,381 | $132,239+11.5% | $105,722+39.4% | $273,961-46.2% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 4.77% | 10.07%-5.3pp | 12.25%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,363 | $4,867-30.9% | $4,079-17.6% | $4,869-30.9% |
| Participant deferral / active EE | $5,229 | $6,233-16.1% | $5,326-1.8% | $5,287-1.1% |
| Admin fee / account holder | $5,102 | $12,032-57.6% | $8,308-38.6% | $10,132-49.6% |