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 | $143,405 | $93,571+53.3% | $135,903+5.5% | $75,163+90.8% |
| Participation rate | 58.7% | 75.2%-16.5pp | 81.9%-23.2pp | 67.2%-8.5pp |
| Annual return | 15.46% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,681 | $3,537-24.2% | $4,856-44.8% | $2,670+0.4% |
| Participant deferral / active EE | $5,448 | $6,404-14.9% | $7,758-29.8% | $4,125+32.1% |
| Admin fee / account holder | $6,487 | $6,975-7.0% | $10,762-39.7% | $5,651+14.8% |