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 | $188,552 | $88,707+112.6% | $74,183+154.2% | $273,961-31.2% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | 10.17% | 11.94%-1.8pp | 17.74%-7.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,978 | $3,159-37.4% | $2,370-16.6% | $4,869-59.4% |
| Participant deferral / active EE | $4,485 | $4,212+6.5% | $3,550+26.3% | $5,287-15.2% |
| Admin fee / account holder | $951 | $8,717-89.1% | $5,586-83.0% | $10,132-90.6% |