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 | $150,394 | $103,949+44.7% | $69,182+117.4% | $273,961-45.1% |
| Participation rate | 26.7% | 67.4%-40.7pp | 55.1%-28.4pp | 83.0%-56.3pp |
| Annual return | 5.51% | 35.28%-29.8pp | -21.93%+27.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,394 | $1,783-21.8% | $1,206+15.6% | $4,869-71.4% |
| Participant deferral / active EE | $2,600 | $2,716-4.3% | $1,897+37.1% | $5,287-50.8% |
| Admin fee / account holder | $3,508 | $3,671-4.4% | $2,697+30.1% | $10,132-65.4% |