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 | $184,636 | $95,803+92.7% | $113,168+63.2% | $84,808+117.7% |
| Participation rate | 61.8% | 72.9%-11.1pp | 76.6%-14.8pp | 68.3%-6.5pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,827 | $2,360-22.6% | $2,975-38.6% | $2,631-30.5% |
| Participant deferral / active EE | $4,664 | $4,242+10.0% | $5,107-8.7% | $4,212+10.7% |
| Admin fee / account holder | $3,712 | $8,989-58.7% | $12,068-69.2% | $7,344-49.4% |