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 | $200,908 | $138,347+45.2% | $184,203+9.1% | $80,856+148.5% |
| Participation rate | 69.1% | 83.9%-14.8pp | 86.8%-17.7pp | 67.6%+1.5pp |
| Annual return | 15.96% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,232 | $4,850-33.4% | $6,427-49.7% | $2,755+17.3% |
| Participant deferral / active EE | $4,546 | $7,071-35.7% | $9,131-50.2% | $4,296+5.8% |
| Admin fee / account holder | $10,254 | $10,483-2.2% | $13,901-26.2% | $6,918+48.2% |