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 | $219,317 | $65,041+237.2% | $90,951+141.1% | $79,858+174.6% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 12.73% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $800 | $1,247-35.8% | $2,122-62.3% | $2,471-67.6% |
| Participant deferral / active EE | $3,205 | $2,512+27.6% | $3,373-5.0% | $3,740-14.3% |
| Admin fee / account holder | $6,531 | $4,536+44.0% | $5,959+9.6% | $5,306+23.1% |