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 | $121,563 | $77,314+57.2% | $177,989-31.7% | $80,856+50.3% |
| Participation rate | 37.5% | 65.7%-28.2pp | 77.1%-39.6pp | 67.6%-30.1pp |
| Annual return | 16.14% | 18.09%-1.9pp | 294.48%-278.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,199 | $2,292-47.7% | $3,949-69.6% | $2,755-56.5% |
| Participant deferral / active EE | $4,516 | $4,411+2.4% | $6,276-28.0% | $4,296+5.1% |
| Admin fee / account holder | $884 | $7,191-87.7% | $10,363-91.5% | $6,918-87.2% |