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 | $140,383 | $86,929+61.5% | $102,423+37.1% | $80,856+73.6% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.6%-11.6pp |
| Annual return | 11.70% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,452 | $2,369+3.5% | $3,023-18.9% | $2,755-11.0% |
| Participant deferral / active EE | $5,255 | $4,118+27.6% | $5,053+4.0% | $4,296+22.3% |
| Admin fee / account holder | $7,893 | $8,049-1.9% | $9,451-16.5% | $6,918+14.1% |