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 | $112,472 | $72,277+55.6% | $101,248+11.1% | $79,858+40.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 23.62% | 22.30%+1.3pp | 46.47%-22.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,458 | $2,692-45.8% | $3,660-60.1% | $2,471-41.0% |
| Participant deferral / active EE | $3,441 | $3,282+4.8% | $4,370-21.3% | $3,740-8.0% |
| Admin fee / account holder | $5,555 | $4,400+26.3% | $5,945-6.6% | $5,306+4.7% |