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 | $156,974 | $83,477+88.0% | $125,175+25.4% | $72,985+115.1% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-11.9pp | 69.5%-1.6pp |
| Annual return | 18.86% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,862 | $2,345-20.6% | $3,865-51.8% | $2,440-23.7% |
| Participant deferral / active EE | $2,754 | $3,585-23.2% | $4,937-44.2% | $3,607-23.7% |
| Admin fee / account holder | $4,157 | $5,517-24.7% | $9,702-57.2% | $5,124-18.9% |