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 | $152,181 | $81,460+86.8% | $103,333+47.3% | $80,856+88.2% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.6%-6.3pp |
| Annual return | 12.05% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,988 | $3,105-36.0% | $3,868-48.6% | $2,755-27.9% |
| Participant deferral / active EE | $5,003 | $3,869+29.3% | $5,057-1.1% | $4,296+16.5% |
| Admin fee / account holder | $7,573 | $6,566+15.3% | $8,355-9.4% | $6,918+9.5% |