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 | $183,508 | $117,983+55.5% | $101,794+80.3% | $142,382+28.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 16.59% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,039 | $2,773-26.4% | $2,289-10.9% | $4,299-52.6% |
| Participant deferral / active EE | $5,740 | $4,714+21.8% | $4,084+40.5% | $6,507-11.8% |
| Admin fee / account holder | $14,450 | $10,433+38.5% | $8,777+64.6% | $12,624+14.5% |