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 | $154,711 | $65,365+136.7% | $92,893+66.5% | $72,985+112.0% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 19.66% | 42.10%-22.4pp | 109.41%-89.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,973 | $2,594+14.6% | $3,653-18.6% | $2,440+21.8% |
| Participant deferral / active EE | $5,197 | $3,128+66.1% | $4,236+22.7% | $3,607+44.1% |
| Admin fee / account holder | $44,038 | $4,251+935.9% | $5,794+660.1% | $5,124+759.4% |