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 | $141,381 | $37,426+277.8% | $77,482+82.5% | $79,858+77.0% |
| Participation rate | 31.3% | 41.5%-10.3pp | 54.2%-22.9pp | 69.6%-38.4pp |
| Annual return | 10.76% | 39.70%-28.9pp | 54.79%-44.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $297 | $637-53.3% | $986-69.9% | $2,471-88.0% |
| Participant deferral / active EE | $2,565 | $1,260+103.6% | $1,861+37.8% | $3,740-31.4% |
| Admin fee / account holder | $4,745 | $2,504+89.5% | $2,858+66.0% | $5,306-10.6% |