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 | $181,621 | $110,261+64.7% | $95,745+89.7% | $139,434+30.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.59% | 27.11%-12.5pp | 28.35%-13.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,043 | $3,257-68.0% | $2,835-63.2% | $4,751-78.0% |
| Participant deferral / active EE | $5,770 | $4,676+23.4% | $4,245+35.9% | $6,710-14.0% |
| Admin fee / account holder | $2,417 | $6,613-63.5% | $5,678-57.4% | $11,403-78.8% |