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 | $165,804 | $124,281+33.4% | $109,143+51.9% | $167,490-1.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 17.29% | 26.04%-8.7pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,614 | $4,207-61.6% | $3,722-56.6% | $4,837-66.6% |
| Participant deferral / active EE | $2,197 | $5,255-58.2% | $4,653-52.8% | $6,341-65.4% |
| Admin fee / account holder | $311 | $7,970-96.1% | $6,752-95.4% | $12,309-97.5% |