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 | $146,531 | $109,881+33.4% | $150,045-2.3% | $84,808+72.8% |
| Participation rate | 68.8% | 76.1%-7.3pp | 82.3%-13.6pp | 68.3%+0.4pp |
| Annual return | 14.37% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,592 | $3,561-55.3% | $4,693-66.1% | $2,631-39.5% |
| Participant deferral / active EE | $4,739 | $6,636-28.6% | $7,997-40.7% | $4,212+12.5% |
| Admin fee / account holder | $2,161 | $8,568-74.8% | $13,435-83.9% | $7,344-70.6% |