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 | $109,413+61.9% | $156,263+13.3% | $84,808+108.8% |
| Participation rate | 64.2% | 72.7%-8.5pp | 78.9%-14.7pp | 68.3%-4.1pp |
| Annual return | 13.97% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,609 | $2,907-10.3% | $4,333-39.8% | $2,631-0.8% |
| Participant deferral / active EE | $7,128 | $4,590+55.3% | $6,158+15.7% | $4,212+69.2% |
| Admin fee / account holder | $2,542 | $9,357-72.8% | $14,255-82.2% | $7,344-65.4% |