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 | $160,674 | $78,926+103.6% | $136,749+17.5% | $84,808+89.5% |
| Participation rate | 61.5% | 62.2%-0.6pp | 72.1%-10.6pp | 68.3%-6.8pp |
| Annual return | 16.43% | 18.17%-1.7pp | 24.33%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,211 | $2,134-43.2% | $3,400-64.4% | $2,631-54.0% |
| Participant deferral / active EE | $3,150 | $3,168-0.6% | $4,692-32.9% | $4,212-25.2% |
| Admin fee / account holder | $6,764 | $6,369+6.2% | $11,386-40.6% | $7,344-7.9% |