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 | $149,790 | $95,803+56.4% | $113,168+32.4% | $84,808+76.6% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 12.67% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,646 | $2,360-30.3% | $2,975-44.7% | $2,631-37.4% |
| Participant deferral / active EE | $3,171 | $4,242-25.3% | $5,107-37.9% | $4,212-24.7% |
| Admin fee / account holder | $5,993 | $8,989-33.3% | $12,068-50.3% | $7,344-18.4% |