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 | $192,664 | $87,013+121.4% | $106,213+81.4% | $80,856+138.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 15.83% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,052 | $2,395-14.3% | $3,171-35.3% | $2,755-25.5% |
| Participant deferral / active EE | $5,907 | $3,986+48.2% | $5,016+17.8% | $4,296+37.5% |
| Admin fee / account holder | $5,618 | $8,431-33.4% | $11,033-49.1% | $6,918-18.8% |