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 | $176,858 | $109,881+61.0% | $150,045+17.9% | $84,808+108.5% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.4pp | 68.3%-5.3pp |
| Annual return | 20.55% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,048 | $3,561-42.5% | $4,693-56.4% | $2,631-22.2% |
| Participant deferral / active EE | $7,202 | $6,636+8.5% | $7,997-9.9% | $4,212+71.0% |
| Admin fee / account holder | $8,393 | $8,568-2.0% | $13,435-37.5% | $7,344+14.3% |