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 | $180,693 | $124,425+45.2% | $112,040+61.3% | $137,256+31.6% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 13.68% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,335 | $3,411-31.5% | $2,954-21.0% | $4,156-43.8% |
| Participant deferral / active EE | $4,552 | $5,718-20.4% | $5,098-10.7% | $6,407-28.9% |
| Admin fee / account holder | $6,446 | $15,207-57.6% | $12,098-46.7% | $12,270-47.5% |