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 | $127,065+42.2% | $113,168+59.7% | $142,382+26.9% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 13.68% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,335 | $3,442-32.2% | $2,975-21.5% | $4,299-45.7% |
| Participant deferral / active EE | $4,552 | $5,716-20.4% | $5,107-10.9% | $6,507-30.0% |
| Admin fee / account holder | $6,446 | $15,736-59.0% | $12,068-46.6% | $12,624-48.9% |