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 | $113,206 | $73,933+53.1% | $96,683+17.1% | $75,163+50.6% |
| Participation rate | 55.6% | 66.4%-10.9pp | 74.3%-18.8pp | 67.2%-11.6pp |
| Annual return | 13.81% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,373 | $2,928-19.0% | $3,737-36.5% | $2,670-11.1% |
| Participant deferral / active EE | $4,914 | $3,659+34.3% | $4,878+0.7% | $4,125+19.1% |
| Admin fee / account holder | $22,363 | $5,216+328.7% | $6,730+232.3% | $5,651+295.7% |