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 5-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 | $200,475 | $93,571+114.2% | $135,903+47.5% | $75,163+166.7% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 21.64% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,015 | $3,537-14.7% | $4,856-37.9% | $2,670+12.9% |
| Participant deferral / active EE | $6,568 | $6,404+2.6% | $7,758-15.3% | $4,125+59.2% |
| Admin fee / account holder | $6,973 | $6,9750% | $10,762-35.2% | $5,651+23.4% |