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 | $139,153 | $53,777+158.8% | $134,143+3.7% | $79,858+74.3% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 20.77% | 19.01%+1.8pp | 36.33%-15.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,414 | $1,321+7.0% | $3,704-61.8% | $2,471-42.8% |
| Participant deferral / active EE | $3,386 | $2,420+39.9% | $3,499-3.2% | $3,740-9.5% |
| Admin fee / account holder | $4,240 | $3,984+6.4% | $6,684-36.6% | $5,306-20.1% |