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 | $162,366 | $95,803+69.5% | $113,168+43.5% | $84,808+91.5% |
| Participation rate | 54.8% | 72.9%-18.0pp | 76.6%-21.7pp | 68.3%-13.5pp |
| Annual return | 19.91% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,786 | $2,360-24.3% | $2,975-40.0% | $2,631-32.1% |
| Participant deferral / active EE | $3,135 | $4,242-26.1% | $5,107-38.6% | $4,212-25.6% |
| Admin fee / account holder | $4,768 | $8,989-47.0% | $12,068-60.5% | $7,344-35.1% |