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 | $196,790 | $79,944+146.2% | $98,439+99.9% | $75,163+161.8% |
| Participation rate | 38.3% | 70.4%-32.1pp | 75.2%-36.9pp | 67.2%-28.9pp |
| Annual return | 13.83% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,142 | $2,264-49.6% | $3,048-62.5% | $2,670-57.2% |
| Participant deferral / active EE | $3,266 | $3,752-13.0% | $4,738-31.1% | $4,125-20.8% |
| Admin fee / account holder | $9,069 | $6,840+32.6% | $8,948+1.4% | $5,651+60.5% |