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 | $113,612 | $39,019+191.2% | $80,716+40.8% | $85,850+32.3% |
| Participation rate | 21.4% | 41.5%-20.1pp | 54.2%-32.7pp | 69.3%-47.9pp |
| Annual return | 12.05% | 26.27%-14.2pp | 87.28%-75.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $803 | $722+11.2% | $1,160-30.8% | $2,565-68.7% |
| Participant deferral / active EE | $2,008 | $1,326+51.5% | $2,146-6.4% | $3,952-49.2% |
| Admin fee / account holder | $9,630 | $2,431+296.2% | $3,380+184.9% | $6,260+53.8% |