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 | $136,623 | $66,098+106.7% | $101,794+34.2% | $74,304+83.9% |
| Participation rate | 67.8% | 53.8%+14.1pp | 69.2%-1.4pp | 60.3%+7.5pp |
| Annual return | 19.00% | 19.59%-0.6pp | 30.53%-11.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,955 | $1,082+80.7% | $2,289-14.6% | $2,241-12.8% |
| Participant deferral / active EE | $4,216 | $2,781+51.6% | $4,084+3.2% | $3,767+11.9% |
| Admin fee / account holder | $4,201 | $4,146+1.3% | $8,777-52.1% | $2,969+41.5% |