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 | $196,841 | $124,425+58.2% | $112,040+75.7% | $137,256+43.4% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 12.58% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,877 | $3,411-45.0% | $2,954-36.5% | $4,156-54.8% |
| Participant deferral / active EE | $4,015 | $5,718-29.8% | $5,098-21.2% | $6,407-37.3% |
| Admin fee / account holder | $15,083 | $15,207-0.8% | $12,098+24.7% | $12,270+22.9% |