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 | $205,572 | $73,933+178.1% | $96,683+112.6% | $75,163+173.5% |
| Participation rate | 41.0% | 66.4%-25.4pp | 74.3%-33.3pp | 67.2%-26.2pp |
| Annual return | 22.25% | 26.70%-4.5pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,087 | $2,928+5.4% | $3,737-17.4% | $2,670+15.6% |
| Participant deferral / active EE | $5,411 | $3,659+47.9% | $4,878+10.9% | $4,125+31.2% |
| Admin fee / account holder | $1,228 | $5,216-76.5% | $6,730-81.8% | $5,651-78.3% |