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 | $184,228 | $48,795+277.6% | $65,493+181.3% | $84,808+117.2% |
| Participation rate | 18.5% | 67.0%-48.5pp | 73.1%-54.6pp | 68.3%-49.8pp |
| Annual return | 14.19% | 20.20%-6.0pp | 982.45%-968.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $355 | $1,930-81.6% | $2,574-86.2% | $2,631-86.5% |
| Participant deferral / active EE | $828 | $2,928-71.7% | $3,961-79.1% | $4,212-80.3% |
| Admin fee / account holder | $1,156 | $3,877-70.2% | $5,028-77.0% | $7,344-84.3% |