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 | $145,609 | $78,926+84.5% | $136,749+6.5% | $84,808+71.7% |
| Participation rate | 41.5% | 62.2%-20.7pp | 72.1%-30.6pp | 68.3%-26.8pp |
| Annual return | 21.46% | 18.17%+3.3pp | 24.33%-2.9pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,997 | $2,134-6.4% | $3,400-41.3% | $2,631-24.1% |
| Participant deferral / active EE | $4,153 | $3,168+31.1% | $4,692-11.5% | $4,212-1.4% |
| Admin fee / account holder | $6,892 | $6,369+8.2% | $11,386-39.5% | $7,344-6.2% |