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 | $132,203 | $54,762+141.4% | $90,281+46.4% | $72,985+81.1% |
| Participation rate | 69.2% | 65.1%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 20.18% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,320 | $2,092-36.9% | $2,854-53.8% | $2,440-45.9% |
| Participant deferral / active EE | $3,258 | $2,887+12.8% | $3,885-16.1% | $3,607-9.7% |
| Admin fee / account holder | $2,505 | $3,972-36.9% | $5,351-53.2% | $5,124-51.1% |