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 | $180,748 | $97,881+84.7% | $80,004+125.9% | $125,391+44.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 73.0%-13.0pp | 83.2%-23.2pp |
| Annual return | 2.52% | 9.36%-6.8pp | 7.63%-5.1pp | 282.22%-279.7pp |
| Employer contribution / active EE | $2,806 | $3,128-10.3% | $2,473+13.5% | $4,866-42.3% |
| Participant deferral / active EE | $4,504 | $3,744+20.3% | $3,204+40.6% | $5,352-15.8% |
| Admin fee / account holder | $1,736 | $6,278-72.3% | $5,033-65.5% | $9,540-81.8% |