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 | $141,742 | $54,705+159.1% | $71,209+99.1% | $84,808+67.1% |
| Participation rate | 54.3% | 64.1%-9.8pp | 73.8%-19.5pp | 68.3%-14.0pp |
| Annual return | 18.31% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,834 | $2,158-15.0% | $2,721-32.6% | $2,631-30.3% |
| Participant deferral / active EE | $5,083 | $3,030+67.7% | $4,175+21.7% | $4,212+20.7% |
| Admin fee / account holder | $1,323 | $4,863-72.8% | $5,349-75.3% | $7,344-82.0% |