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 | $218,076 | $57,057+282.2% | $85,009+156.5% | $80,874+169.6% |
| Participation rate | 18.8% | 56.4%-37.6pp | 67.5%-48.8pp | 67.6%-48.9pp |
| Annual return | 13.93% | 21.66%-7.7pp | 66.47%-52.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $859 | $1,799-52.2% | $2,728-68.5% | $2,756-68.8% |
| Participant deferral / active EE | $1,984 | $3,112-36.3% | $4,522-56.1% | $4,297-53.8% |
| Admin fee / account holder | $2,720 | $4,986-45.4% | $6,153-55.8% | $6,935-60.8% |