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 | $234,556 | $109,413+114.4% | $156,263+50.1% | $84,808+176.6% |
| Participation rate | 56.7% | 72.7%-16.0pp | 78.9%-22.2pp | 68.3%-11.6pp |
| Annual return | 14.73% | 20.18%-5.5pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,240 | $2,907-23.0% | $4,333-48.3% | $2,631-14.9% |
| Participant deferral / active EE | $5,944 | $4,590+29.5% | $6,158-3.5% | $4,212+41.1% |
| Admin fee / account holder | $605 | $9,357-93.5% | $14,255-95.8% | $7,344-91.8% |