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 | $140,209 | $60,892+130.3% | $82,389+70.2% | $84,808+65.3% |
| Participation rate | 64.4% | 63.3%+1.2pp | 69.5%-5.1pp | 68.3%-3.9pp |
| Annual return | 13.64% | 37.29%-23.7pp | 28.67%-15.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,663 | $1,779+49.7% | $2,517+5.8% | $2,631+1.2% |
| Participant deferral / active EE | $3,379 | $3,179+6.3% | $4,155-18.7% | $4,212-19.8% |
| Admin fee / account holder | $17,914 | $5,467+227.7% | $7,231+147.8% | $7,344+143.9% |