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 | $203,773 | $109,413+86.2% | $156,263+30.4% | $84,808+140.3% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 15.05% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,033 | $2,907-64.5% | $4,333-76.2% | $2,631-60.7% |
| Participant deferral / active EE | $4,131 | $4,590-10.0% | $6,158-32.9% | $4,212-1.9% |
| Admin fee / account holder | $3,445 | $9,357-63.2% | $14,255-75.8% | $7,344-53.1% |