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 | $128,816 | $83,477+54.3% | $125,175+2.9% | $72,985+76.5% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.5%-3.5pp |
| Annual return | 17.83% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,744 | $2,345+59.7% | $3,865-3.1% | $2,440+53.5% |
| Participant deferral / active EE | $4,970 | $3,585+38.6% | $4,937+0.7% | $3,607+37.8% |
| Admin fee / account holder | $25,668 | $5,517+365.2% | $9,702+164.6% | $5,124+400.9% |