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 | $157,243 | $65,365+140.6% | $92,893+69.3% | $72,985+115.4% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 19.90% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,459 | $2,594-5.2% | $3,653-32.7% | $2,440+0.8% |
| Participant deferral / active EE | $2,996 | $3,128-4.2% | $4,236-29.3% | $3,607-16.9% |
| Admin fee / account holder | $1,151 | $4,251-72.9% | $5,794-80.1% | $5,124-77.5% |