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 | $77,156 | $56,054+37.6% | $171,082-54.9% | $62,891+22.7% |
| Participation rate | 60.0% | 62.9%-2.9pp | 76.7%-16.7pp | 69.3%-9.3pp |
| Annual return | 12.90% | 22.52%-9.6pp | 32.56%-19.7pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,275 | $1,731-26.3% | $4,002-68.1% | $2,281-44.1% |
| Participant deferral / active EE | $4,725 | $3,158+49.6% | $4,797-1.5% | $3,203+47.5% |
| Admin fee / account holder | $7,250 | $3,647+98.8% | $8,520-14.9% | $4,296+68.8% |