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 | $118,087 | $58,828+100.7% | $77,999+51.4% | $62,891+87.8% |
| Participation rate | 67.6% | 71.1%-3.4pp | 75.5%-7.9pp | 69.3%-1.7pp |
| Annual return | 6.20% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,818 | $1,672+8.7% | $2,470-26.4% | $2,281-20.3% |
| Participant deferral / active EE | $4,721 | $2,686+75.8% | $3,497+35.0% | $3,203+47.4% |
| Admin fee / account holder | $6,052 | $4,393+37.8% | $5,480+10.4% | $4,296+40.9% |