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 | $131,284 | $95,266+37.8% | $82,389+59.3% | $142,382-7.8% |
| Participation rate | 61.9% | 74.5%-12.6pp | 69.5%-7.6pp | 80.1%-18.2pp |
| Annual return | 16.36% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,592 | $2,991-46.8% | $2,517-36.8% | $4,299-63.0% |
| Participant deferral / active EE | $4,180 | $4,809-13.1% | $4,155+0.6% | $6,507-35.8% |
| Admin fee / account holder | $4,617 | $8,563-46.1% | $7,231-36.2% | $12,624-63.4% |