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 | $123,175 | $103,949+18.5% | $69,182+78.0% | $273,961-55.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.00% | 35.28%-27.3pp | -21.93%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,583 | $1,783-11.2% | $1,206+31.2% | $4,869-67.5% |
| Participant deferral / active EE | $14,405 | $2,716+430.3% | $1,897+659.4% | $5,287+172.5% |
| Admin fee / account holder | $1,004 | $3,671-72.6% | $2,697-62.8% | $10,132-90.1% |