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 | $126,835 | $83,477+51.9% | $125,175+1.3% | $72,985+73.8% |
| Participation rate | 51.5% | 73.3%-21.8pp | 79.8%-28.3pp | 69.5%-18.0pp |
| Annual return | 18.61% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,246 | $2,345-46.9% | $3,865-67.8% | $2,440-48.9% |
| Participant deferral / active EE | $2,691 | $3,585-24.9% | $4,937-45.5% | $3,607-25.4% |
| Admin fee / account holder | $4,803 | $5,517-13.0% | $9,702-50.5% | $5,124-6.3% |