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 | $123,234 | $84,556+45.7% | $116,228+6.0% | $74,304+65.8% |
| Participation rate | 39.2% | 66.0%-26.9pp | 74.6%-35.4pp | 60.3%-21.2pp |
| Annual return | 14.96% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,611 | $2,168+20.4% | $2,994-12.8% | $2,241+16.5% |
| Participant deferral / active EE | $3,120 | $3,814-18.2% | $4,953-37.0% | $3,767-17.2% |
| Admin fee / account holder | $3,039 | $3,792-19.8% | $11,989-74.6% | $2,969+2.4% |