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 | $124,233 | $73,787+68.4% | $98,716+25.8% | $82,448+50.7% |
| Participation rate | 61.3% | 61.4%-0.1pp | 69.3%-8.0pp | 68.1%-6.8pp |
| Annual return | 17.50% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,705 | $1,511+12.8% | $2,279-25.2% | $2,551-33.2% |
| Participant deferral / active EE | $4,593 | $3,081+49.1% | $4,048+13.5% | $4,139+11.0% |
| Admin fee / account holder | $2,818 | $6,500-56.7% | $8,703-67.6% | $7,234-61.0% |