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 | $99,467 | $71,050+40.0% | $93,606+6.3% | $80,856+23.0% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 16.20% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,018 | $1,564+93.0% | $2,420+24.7% | $2,755+9.6% |
| Participant deferral / active EE | $6,465 | $4,034+60.3% | $4,411+46.6% | $4,296+50.5% |
| Admin fee / account holder | $1,539 | $6,945-77.8% | $8,285-81.4% | $6,918-77.8% |