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 | $143,954 | $106,515+35.1% | $96,683+48.9% | $139,434+3.2% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | 13.30% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,208 | $4,103-21.8% | $3,737-14.1% | $4,751-32.5% |
| Participant deferral / active EE | $6,149 | $5,454+12.7% | $4,878+26.1% | $6,710-8.4% |
| Admin fee / account holder | $1,721 | $7,877-78.1% | $6,730-74.4% | $11,403-84.9% |