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 | $132,638 | $65,395+102.8% | $182,532-27.3% | $72,985+81.7% |
| Participation rate | 62.5% | 65.4%-2.9pp | 78.0%-15.5pp | 69.5%-7.0pp |
| Annual return | 25.73% | 27.68%-1.9pp | 148.54%-122.8pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,961 | $1,911+2.6% | $4,076-51.9% | $2,440-19.6% |
| Participant deferral / active EE | $5,729 | $3,563+60.8% | $5,524+3.7% | $3,607+58.8% |
| Admin fee / account holder | $4,116 | $4,245-3.0% | $8,592-52.1% | $5,124-19.7% |