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 | $149,076 | $95,803+55.6% | $113,168+31.7% | $84,808+75.8% |
| Participation rate | 69.4% | 72.9%-3.5pp | 76.6%-7.2pp | 68.3%+1.1pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $911 | $2,360-61.4% | $2,975-69.4% | $2,631-65.4% |
| Participant deferral / active EE | $4,598 | $4,242+8.4% | $5,107-10.0% | $4,212+9.2% |
| Admin fee / account holder | $4,219 | $8,989-53.1% | $12,068-65.0% | $7,344-42.5% |