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 | $136,080 | $58,851+131.2% | $115,157+18.2% | $72,985+86.5% |
| Participation rate | 42.9% | 65.5%-22.7pp | 75.9%-33.0pp | 69.5%-26.6pp |
| Annual return | 18.77% | 23.16%-4.4pp | 35.60%-16.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,973 | $1,798+9.7% | $3,179-37.9% | $2,440-19.1% |
| Participant deferral / active EE | $1,597 | $2,643-39.6% | $4,168-61.7% | $3,607-55.7% |
| Admin fee / account holder | $866 | $6,370-86.4% | $7,088-87.8% | $5,124-83.1% |