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 | $176,301 | $117,381+50.2% | $99,443+77.3% | $152,861+15.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 21.75% | 31.87%-10.1pp | 30.72%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $362 | $3,013-88.0% | $2,540-85.7% | $4,762-92.4% |
| Participant deferral / active EE | $2,307 | $4,086-43.6% | $3,619-36.3% | $5,850-60.6% |
| Admin fee / account holder | $1,415 | $7,631-81.5% | $6,250-77.4% | $11,596-87.8% |