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 | $197,928 | $138,347+43.1% | $184,203+7.5% | $80,856+144.8% |
| Participation rate | 61.3% | 83.9%-22.6pp | 86.8%-25.5pp | 67.6%-6.3pp |
| Annual return | 18.98% | 20.02%-1.0pp | 28.81%-9.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,083 | $4,850-15.8% | $6,427-36.5% | $2,755+48.2% |
| Participant deferral / active EE | $8,613 | $7,071+21.8% | $9,131-5.7% | $4,296+100.5% |
| Admin fee / account holder | $9,098 | $10,483-13.2% | $13,901-34.6% | $6,918+31.5% |