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 | $115,216 | $73,933+55.8% | $96,683+19.2% | $75,163+53.3% |
| Participation rate | 65.7% | 66.4%-0.7pp | 74.3%-8.6pp | 67.2%-1.5pp |
| Annual return | 19.38% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,316 | $2,928-20.9% | $3,737-38.0% | $2,670-13.2% |
| Participant deferral / active EE | $5,147 | $3,659+40.7% | $4,878+5.5% | $4,125+24.8% |
| Admin fee / account holder | $2,533 | $5,216-51.4% | $6,730-62.4% | $5,651-55.2% |