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 | $197,435 | $60,022+228.9% | $88,946+122.0% | $84,808+132.8% |
| Participation rate | 40.9% | 57.8%-16.9pp | 68.8%-27.9pp | 68.3%-27.4pp |
| Annual return | 14.64% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,320 | $1,703-22.5% | $2,555-48.3% | $2,631-49.8% |
| Participant deferral / active EE | $4,227 | $3,114+35.8% | $4,581-7.7% | $4,212+0.4% |
| Admin fee / account holder | $1,374 | $4,811-71.4% | $8,261-83.4% | $7,344-81.3% |