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 | $114,898 | $90,503+27.0% | $78,689+46.0% | $273,961-58.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.79% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,443 | $3,176-54.6% | $2,851-49.4% | $4,869-70.4% |
| Participant deferral / active EE | $7,512 | $3,901+92.5% | $3,517+113.6% | $5,287+42.1% |
| Admin fee / account holder | $3,724 | $5,263-29.2% | $4,510-17.4% | $10,132-63.2% |