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 | $154,733 | $74,927+106.5% | $101,794+52.0% | $84,808+82.5% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 29.52% | 18.70%+10.8pp | 30.53%-1.0pp | 40.90%-11.4pp |
| Employer contribution / active EE | $1,392 | $1,522-8.5% | $2,289-39.2% | $2,631-47.1% |
| Participant deferral / active EE | $4,512 | $3,099+45.6% | $4,084+10.5% | $4,212+7.1% |
| Admin fee / account holder | $2,234 | $6,514-65.7% | $8,777-74.5% | $7,344-69.6% |