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 | $156,048 | $47,848+226.1% | $81,478+91.5% | $70,131+122.5% |
| Participation rate | 69.0% | 58.3%+10.7pp | 68.0%+1.0pp | 69.5%-0.6pp |
| Annual return | 20.97% | 27.25%-6.3pp | 38.78%-17.8pp | 73.14%-52.2pp |
| Employer contribution / active EE | $746 | $1,527-51.1% | $2,568-70.9% | $2,342-68.1% |
| Participant deferral / active EE | $5,139 | $2,453+109.5% | $3,537+45.3% | $3,332+54.3% |
| Admin fee / account holder | $6,718 | $3,145+113.6% | $4,561+47.3% | $4,645+44.6% |