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 | $108,268 | $62,573+73.0% | $85,682+26.4% | $85,850+26.1% |
| Participation rate | 45.1% | 61.1%-16.0pp | 69.9%-24.8pp | 69.3%-24.2pp |
| Annual return | 11.75% | 23.77%-12.0pp | 21.49%-9.7pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,649 | $1,757-6.1% | $2,618-37.0% | $2,565-35.7% |
| Participant deferral / active EE | $3,898 | $2,802+39.1% | $3,923-0.6% | $3,952-1.4% |
| Admin fee / account holder | $8,117 | $4,640+74.9% | $6,873+18.1% | $6,260+29.7% |