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 | $142,821 | $92,985+53.6% | $153,485-6.9% | $80,856+76.6% |
| Participation rate | 63.2% | 69.0%-5.8pp | 77.1%-13.9pp | 67.6%-4.5pp |
| Annual return | 20.37% | 19.95%+0.4pp | 15.65%+4.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,630 | $3,507-53.5% | $5,039-67.6% | $2,755-40.8% |
| Participant deferral / active EE | $5,370 | $5,178+3.7% | $6,757-20.5% | $4,296+25.0% |
| Admin fee / account holder | $2,326 | $8,880-73.8% | $12,724-81.7% | $6,918-66.4% |