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 | $148,102 | $58,512+153.1% | $84,015+76.3% | $72,985+102.9% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.0%-41.0pp | 69.5%-41.5pp |
| Annual return | 27.49% | 28.93%-1.4pp | 71.31%-43.8pp | 81.00%-53.5pp |
| Employer contribution / active EE | $752 | $1,163-35.3% | $1,983-62.1% | $2,440-69.2% |
| Participant deferral / active EE | $2,214 | $2,394-7.5% | $3,239-31.6% | $3,607-38.6% |
| Admin fee / account holder | $1,380 | $4,569-69.8% | $6,101-77.4% | $5,124-73.1% |