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 | $106,626 | $56,897+87.4% | $84,750+25.8% | $62,891+69.5% |
| Participation rate | 44.6% | 68.5%-23.9pp | 76.6%-31.9pp | 69.3%-24.7pp |
| Annual return | 5.41% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,563 | $2,400+6.8% | $3,574-28.3% | $2,281+12.4% |
| Participant deferral / active EE | $1,249 | $2,709-53.9% | $3,712-66.4% | $3,203-61.0% |
| Admin fee / account holder | $487 | $3,581-86.4% | $5,332-90.9% | $4,296-88.7% |