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 | $172,770 | $57,541+200.3% | $95,745+80.4% | $75,163+129.9% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 17.61% | 34.93%-17.3pp | 28.35%-10.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,415 | $1,808-21.8% | $2,835-50.1% | $2,670-47.0% |
| Participant deferral / active EE | $5,202 | $3,074+69.2% | $4,245+22.6% | $4,125+26.1% |
| Admin fee / account holder | $6,194 | $4,099+51.1% | $5,678+9.1% | $5,651+9.6% |