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 | $221,456 | $101,724+117.7% | $164,813+34.4% | $80,856+173.9% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.3pp | 67.6%-8.4pp |
| Annual return | 10.87% | 16.72%-5.8pp | 69.93%-59.1pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,299 | $2,953+11.7% | $4,341-24.0% | $2,755+19.8% |
| Participant deferral / active EE | $6,067 | $4,477+35.5% | $6,031+0.6% | $4,296+41.2% |
| Admin fee / account holder | $932 | $8,227-88.7% | $12,690-92.7% | $6,918-86.5% |