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 | $197,752 | $51,576+283.4% | $129,207+53.1% | $80,856+144.6% |
| Participation rate | 36.5% | 57.0%-20.5pp | 69.6%-33.1pp | 67.6%-31.1pp |
| Annual return | 17.11% | 20.81%-3.7pp | 9417.33%-9400.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,313 | $1,584-17.1% | $4,153-68.4% | $2,755-52.4% |
| Participant deferral / active EE | $2,042 | $2,669-23.5% | $4,168-51.0% | $4,296-52.5% |
| Admin fee / account holder | $3,771 | $4,305-12.4% | $7,715-51.1% | $6,918-45.5% |