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 | $146,146 | $63,355+130.7% | $91,989+58.9% | $72,985+100.2% |
| Participation rate | 61.3% | 72.5%-11.2pp | 78.6%-17.3pp | 69.5%-8.2pp |
| Annual return | 23.94% | 35.35%-11.4pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,230 | $2,116+5.4% | $3,452-35.4% | $2,440-8.6% |
| Participant deferral / active EE | $4,326 | $4,883-11.4% | $5,923-27.0% | $3,607+19.9% |
| Admin fee / account holder | $5,801 | $4,668+24.3% | $7,743-25.1% | $5,124+13.2% |