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 | $177,098 | $108,825+62.7% | $156,181+13.4% | $82,448+114.8% |
| Participation rate | 64.2% | 72.4%-8.2pp | 78.8%-14.6pp | 68.1%-3.9pp |
| Annual return | 13.97% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,609 | $2,870-9.1% | $4,294-39.2% | $2,551+2.3% |
| Participant deferral / active EE | $7,128 | $4,577+55.7% | $6,132+16.2% | $4,139+72.2% |
| Admin fee / account holder | $2,542 | $9,341-72.8% | $14,586-82.6% | $7,234-64.9% |