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 | $132,416 | $63,355+109.0% | $91,989+43.9% | $72,985+81.4% |
| Participation rate | 57.1% | 72.5%-15.4pp | 78.6%-21.5pp | 69.5%-12.3pp |
| Annual return | 24.51% | 35.35%-10.8pp | 69.02%-44.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,509 | $2,116-28.7% | $3,452-56.3% | $2,440-38.1% |
| Participant deferral / active EE | $6,002 | $4,883+22.9% | $5,923+1.3% | $3,607+66.4% |
| Admin fee / account holder | $1,891 | $4,668-59.5% | $7,743-75.6% | $5,124-63.1% |