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 | $189,915 | $58,512+224.6% | $84,015+126.0% | $72,985+160.2% |
| Participation rate | 32.1% | 61.2%-29.1pp | 69.0%-36.9pp | 69.5%-37.3pp |
| Annual return | 24.47% | 28.93%-4.5pp | 71.31%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $870 | $1,163-25.2% | $1,983-56.1% | $2,440-64.3% |
| Participant deferral / active EE | $2,898 | $2,394+21.1% | $3,239-10.5% | $3,607-19.7% |
| Admin fee / account holder | $4,654 | $4,569+1.9% | $6,101-23.7% | $5,124-9.2% |