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 | $157,787 | $80,717+95.5% | $154,803+1.9% | $84,808+86.1% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 15.83% | 37.96%-22.1pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,072 | $2,761+11.2% | $4,305-28.7% | $2,631+16.8% |
| Participant deferral / active EE | $6,460 | $3,303+95.6% | $5,540+16.6% | $4,212+53.4% |
| Admin fee / account holder | $2,798 | $6,746-58.5% | $14,329-80.5% | $7,344-61.9% |