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 | $150,405 | $111,535+34.9% | $105,223+42.9% | $137,256+9.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 18.50% | 237.85%-219.4pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,384 | $3,939-64.9% | $3,689-62.5% | $4,156-66.7% |
| Participant deferral / active EE | $4,659 | $5,500-15.3% | $5,072-8.1% | $6,407-27.3% |
| Admin fee / account holder | $1,217 | $9,721-87.5% | $8,859-86.3% | $12,270-90.1% |