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 | $164,454 | $88,707+85.4% | $74,183+121.7% | $273,961-40.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.25% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,033 | $3,159-35.7% | $2,370-14.2% | $4,869-58.3% |
| Participant deferral / active EE | $4,796 | $4,212+13.9% | $3,550+35.1% | $5,287-9.3% |
| Admin fee / account holder | $4,571 | $8,717-47.6% | $5,586-18.2% | $10,132-54.9% |